Goal
Assign a deal to a partner (e.g. TravelForMed) so that the partner can see the deal in the Supplier Portal and respond by adding notes and uploading documents.
Important: The partner can view deal information, but cannot edit deal fields. They only have permission to add notes and upload files.

Step-by-Step for Case Managers

1. Open the specific Deal
   In Zoho CRM, open the exact deal that should be handled by the partner
   (e.g. “Cancer Treatment Germany – Mohammed Blal”).

2. Complete the deal information
   Before involving the partner, make sure the deal is properly filled, for example:

   • Patient details

   • Medical request / treatment plan

   • Key notes and internal comments

   • Any important documents already available

   The partner should understand the case by looking at the deal in read-only mode.

3. Select the portal user in the “Portal Viewer” section
   Scroll down to the “Portal Viewer” block (under Contact Person in the deal layout).

   • In Portal Viewer → Contact Name, select the contact who is the portal user for this partner
     (e.g. the TravelForMed contact, Efe Altuncu).
     

   • Make sure that this contact:

     • is set up as a portal user, and

     • has the correct email address in the Contact record.
       

     • 
       
       
       

   👉 The contact chosen in Portal Viewer → Contact Name is the person who will see this deal in the Supplier Portal and can add notes / upload documents.

4. Inform the partner about the new deal (temporarily manual)
   As of 29.11.2025, there is no automatic notification when you assign a Portal Viewer.
   For now, please notify the partner manually, for example:

   • Send them the portal link:
     
     👉
     https://suppliers.zcrmportals.com/portal/suppliers/crm/login.sas

   • Tell them:

     • that a new deal has been assigned to them,

     • the Deal Name (e.g. “Cancer Treatment Germany – Mohammed Blal”), and

     • that they can add notes and upload documents, but cannot change the main deal fields.

   Automation for this notification will be added later.

What the Partner Can Do in the Portal

In the Supplier Portal, the portal user selected in Portal Viewer can:

• ✅ See the assigned deal and all deal information (read-only)

• ✅ Add notes to the deal

• ✅ Upload documents (quotes, treatment plans, cost breakdowns, etc.)

• ❌ Not edit deal fields (stage, amount, patient data, etc.)

Questions or Issues

If something is unclear or not working:

• Add a comment directly on the deal (e.g. tag @IT), or

• Ping one of your IT colleagues in the internal chat.