Whenever a contact becomes a partner, we need to update their Partner Status before we move the deal to the Contract, Link, Portal column. Note that moving a deal to this column without setting the Partner Status will make the deal go back to the "Agreed to Partnership" column.
To set up a contact's partner status, click start on the guide below.
You can also click Open Larger and then click "Guide Me" for an interactive guide on how to set up the partner status.