> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-management/manage-partnership-notes.md).

# 管理合作关系备注

<a href="https://pxa.impact.com/student/activity/1117599?sid=0c0e3e5c-54c9-4435-9bee-ebcdccb7f292&#x26;sid_i=0?utm_source=app.impact.com&#x26;utm_medium=owned-platform&#x26;utm_content=eng-350&#x26;utm_campaign=help-center" class="button primary">参加 PXA 课程</a>

保留您与合作伙伴互动的历史记录，以便更好地服务合作关系。

#### 管理备注

1. 从左侧导航栏中选择 ![](/files/209022bdb234289211a24a980f6227a8684cc439) **\[Engage]** → **合作伙伴 → 合作伙伴**.
2. 将光标悬停在您要创建备注的合作伙伴上，然后选择 ![](/files/48274f9251fd79e93a99aad7b4393690b07a61c9) **\[更多] → 备注**.
3. 您可以执行几种不同的操作。
   * 写一条关于合作伙伴互动的备注。写完备注后，选择该备注是基于电子邮件、电话还是与合作伙伴的聊天。可选地，添加文件。选择 **添加**.
   * 查看您对该合作伙伴的任何备注。按以下方式筛选 *全部*, *电子邮件*, *电话*，或 *聊天* 按类型浏览备注。选择 ![](/files/34cdd2217d627a308c301c2567d5dfe7d669a2cc) **\[搜索]** 以搜索所有备注中的文本。
   * 给您的合作伙伴发送电子邮件，或向合作伙伴的账户添加联系人。
   * 查看有关您合作伙伴的详细信息，包括其活动状态、合作关系开始时间、合作伙伴所在的任何群组，以及账户经理是谁。

     <div data-with-frame="true"><figure><img src="/files/ae4c2528d021eb0d979c02a2ebc7c7151575bcae" alt=""><figcaption></figcaption></figure></div>

#### 查看合作伙伴操作

该 *备注* 页面还可带您前往其他有助于管理合作关系的页面。

1. 从左侧导航栏中选择 ![](/files/209022bdb234289211a24a980f6227a8684cc439) **\[Engage]** → **合作伙伴 → 合作伙伴**.
2. 将光标悬停在您要查看操作的合作伙伴上，然后选择 ![](/files/48274f9251fd79e93a99aad7b4393690b07a61c9) **\[更多] → 备注**.
3. 在右上角，选择 **动作**，然后选择您想要的页面。

   |              |                                                                                                                   |
   | ------------ | ----------------------------------------------------------------------------------------------------------------- |
   | **页面**       | **描述**                                                                                                            |
   | **客户经理**     | 如果您希望为此合作伙伴指定特定客户经理，请切换开启。                                                                                        |
   | **自定义值**     | 设置最多三个自定义 URL 值。                                                                                                  |
   | **合作伙伴集成**   | 管理此合作伙伴的跟踪集成。                                                                                                     |
   | **$ 客户成本设置** | <p>切换以决定是否希望向客户收取与您合作的费用，例如您是代理机构并管理品牌，或您属于某个品牌并管理合作伙伴。</p><p>可选择在媒体支出基础上收取一定百分比、收取销售收入的一定百分比，或按每次转化收取固定 CPA。</p> |
   | **查看历史记录**   | 查看您与该合作伙伴的合同历史记录。                                                                                                 |
   | **查看条款**     | 查看您与该合作伙伴的当前合同。                                                                                                   |


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