Impartner

PRM and Partner Portal

GitLab uses Impartner as our primary Partner Relationship Management (PRM) platform, partner portal, MDF requests and marketing center for both Alliance and Channel Partners.

MDF Request Form

Channel Partners can complete the request form for MDF directly from the Partner Portal. We can make edits to the form, which is built using the Module Form Builder (MFB). This dynamic page is editable by GitLab by anyone with the correct permissions in PRM.

  1. From the PRM, you will want to access the CMS editor using the red pen icon on the top right.

    Impartner PRM CMS Editor

  2. Click on the hamburger menu in the top left of the page and select Edit Forms.

    Impartner CMS Editor Edit Forms

  3. Under the Select a Module to Edit section choose SFDC - Marketing Development Funds.

    Impartner CMS Editor Module

  4. Select the MDF forms, you wish to update. You can edit the following form:

    • Create - Funds Request
    • Edit - Funds Request
    • Create - Funds Request - Funds Claim
    • Edit - Funds Request - Fund Claim.
  5. When you’ve clicked any of the MDF forms, you will be able to add, remove and update the form fields and layout.

    Impartner CMS Form Editor

  6. Save and Publish.