> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sponsors

> Manage sponsor relationships, contacts, and values. Track status, monitor proposals, and organize portfolios with Active, Inactive, and Archived statuses.

# Sponsor Relationship Management (CRM)

<iframe className="w-full aspect-video rounded-xl" src="https://player.mux.com/szgSEaJTAUp4JJvW1AZfEssNDCZ1QP02nrUyeTWIzt900" title="Valiyou Sponsors walkthrough" allowFullScreen />

**Manage all your sponsor relationships** in one centralized sponsor CRM. Organize sponsor companies, track contact information, monitor sponsorship values, and view pending proposals across your entire sponsor portfolio.

Built specifically for sports clubs and marketing agencies, Valiyou's sponsor management system helps you maintain strong relationships with brands, track deal pipelines, and manage sponsor lifecycles from prospecting to renewal.

## Accessing Sponsors

Navigate to **Sponsorships** → **Sponsors** from the sidebar to access your sponsor list.

<Note>
  **Plan Required**: Professional or Enterprise plan **Permission Required**: Sponsors permission or
  Admin access
</Note>

## Page Layout

The Sponsors page has two tabs:

### Sponsors Tab

Masonry grid layout showing all sponsor cards with:

* Logo and company name
* Sponsorship value
* Status (Active, Inactive, Archived)
* Contact count
* Pending proposals (if Packages access enabled)
* Website link
* Edit and delete actions

### Contacts Tab

Directory-style list showing all contacts grouped by sponsor with:

* Contact name and position
* Email and phone
* Primary contact indicator
* Quick edit and delete actions
* Add contact buttons per sponsor

## Empty State

If you don't have any sponsors yet, you'll see:

* **Icon**: Building graphic
* **Title**: "No sponsors yet"
* **Message**: "Get started by adding your first sponsor."
* **Action**: "Add First Sponsor" button

## Sponsors Tab

### Masonry Grid Layout

**Responsive Columns:**

* **Desktop (>1280px)**: 3 columns
* **Tablet (1024-1280px)**: 2 columns
* **Mobile (\<1024px)**: 1 column

**Sorting:**

1. **By Status**: Active → Inactive → Archived
2. **Within Status**: Highest sponsorship value first

<Tip>
  The masonry layout automatically adjusts card heights based on content, creating a visually
  balanced grid.
</Tip>

### Sponsor Card

Each sponsor card displays comprehensive information:

#### Card Header

* **Logo**: 48\*48px square (or building icon placeholder)
* **Company Name**: Bold, primary text
* **Menu Button**: Three-dot menu (Edit, Delete)
* **Background**: Light gray header bar

<Info>
  **Logo Upload**: Logos can be uploaded as JPG, PNG, GIF, or WebP files (max 2MB). They're
  automatically cropped to square format.
</Info>

#### Card Body

**Sponsorship Value**:

* Label: "Sponsorship value" or "Linked value" (if linked to packages)
* Amount: Formatted currency (e.g., "€500,000")
* Icon: Cube icon (if value is linked to packages)

<Note>
  **Linked Value**: When enabled, sponsorship value automatically syncs with approved package
  totals. The cube icon indicates linked status.
</Note>

**Pending Proposals** (if Packages access enabled):

* Shows count and total value of pending proposals
* Example: "2 pending proposals (€250,000)"
* Only visible if you have Packages feature access

**Status Badge**:

* **Active**: Green badge
* **Inactive**: Gray badge
* **Archived**: Gray badge (card has 50% opacity)

**Contact Count**:

* Shows number of contacts
* Example: "3 contacts"
* Includes primary contact indicator

**Website Link** (if provided):

* Globe icon + link
* Opens in new tab
* Blue text color

**Address** (if provided):

* Building icon + full address
* Format: Street HouseNumber, PostalCode City, Country

### Add Sponsor Button

**Location**: Top right of Sponsors tab
**Button**: Blue primary button "Add Sponsor"

**Action**: Opens Add Sponsor modal

## Add/Edit Sponsor Modal

Comprehensive modal for adding or editing sponsors.

### Modal Tabs

Three tabs for different information types:

#### 1. Details Tab

**Company Information:**

* **Name** (required) - Company/organization name
* **Sponsorship Value** - Annual sponsorship value in base currency
* **Linked Value Toggle** - Automatically sync value with approved packages
* **Status** - Active, Inactive, or Archived
* **Notes** - Internal notes about the sponsor

<Tip>
  **Linked Value**: Enable this to automatically calculate sponsorship value from approved package
  totals. Saves time and ensures accuracy!
</Tip>

**Logo Upload:**

* Click to upload or drag-and-drop
* Crop modal with zoom and pan controls
* Preview before saving
* Delete button to remove existing logo

**Alternative - Logo URL:**

* If you don't upload a file, you can provide a URL
* URL takes effect only if no file is uploaded
* Useful for external image sources

**Website:**

* Company website URL
* Displayed as clickable link on card

#### 2. Address Tab

Complete address information:

* **Street** - Street name
* **House Number** - Building number
* **Postal Code** - ZIP/postal code
* **City** - City name
* **Country** - Select from dropdown (EU countries)

<Info>
  Address is optional but recommended for contract documentation and official communication.
</Info>

#### 3. Contacts Tab

Manage sponsor contacts directly in the modal.

**Add Contact Button**: "+ Add Contact" (top of tab)

**Contact List:**

* Shows all contacts for this sponsor
* Edit button per contact
* Delete button per contact
* Primary contact star indicator

**Add/Edit Contact Form:**

* **Name** (required)
* **Position** (optional) - Job title
* **Email** (required)
* **Phone** (optional)
* **Primary Contact Toggle** - Mark as main point of contact

<Note>
  **Primary Contact**: Only one contact can be primary. Setting a new primary automatically unsets
  the previous one.
</Note>

### Modal Actions

**When Adding:**

* **Cancel** - Close without saving
* **Add Sponsor** - Create sponsor (blue button)

**When Editing:**

* **Cancel** - Close without saving
* **Delete Sponsor** - Delete sponsor (red button)
* **Save Changes** - Update sponsor (blue button)

## Contacts Tab

Comprehensive directory of all sponsor contacts grouped by company.

### Directory Layout

**Sticky Headers:**

* Sponsor name as section header
* "+ Add contact" button per sponsor
* Stays visible when scrolling

**Contact List Items:**

Each contact displays:

**Avatar Circle:**

* Shows first letter of name
* Gray background
* Star icon indicator (solid = primary, outline = non-primary)
* Click to toggle primary status

**Contact Info:**

* **Name** - Bold, prominent
* **Position** - Smaller text below name (if provided)
* **Email** - Blue, clickable mailto: link
* **Phone** - Gray text (if provided)

**Actions:**

* **Edit button** - Pencil icon
* **Delete button** - Trash icon

<Tip>
  **Quick Primary Toggle**: Click the avatar circle to instantly toggle primary contact status. No
  need to open edit modal!
</Tip>

### Add Contact

**Button Location**: In sponsor section header (sticky)

**Action**: Opens Add Contact modal with:

* Empty form
* Sponsor already selected (not editable)
* Same fields as edit mode

### Edit Contact Modal

**Fields:**

* Name (required)
* Position (optional)
* Email (required)
* Phone (optional)
* Primary Contact toggle

**Actions:**

* **Cancel** - Close without saving
* **Save** - Update contact

### Delete Contact Confirmation

**Modal Type**: Destructive confirmation

**Content:**

* Title: "Delete Contact"
* Message: "Are you sure you want to delete '\[Name]'?"
* Confirm: "Delete" (red button)
* Cancel: "Cancel" (gray button)

<Warning>Deleting a contact is permanent and cannot be undone.</Warning>

## Delete Sponsor

### Delete Confirmation Modal

**Triggered by:**

* Clicking "Delete" in sponsor card menu
* Clicking "Delete Sponsor" button in edit modal

**Modal Content:**

* Title: "Delete Sponsor"
* Message: "Are you sure you want to delete '\[Name]'? This will also delete all associated contacts and packages."
* **Affected Packages List**: Shows which packages use this sponsor
* Confirm: "Delete" (red button)
* Cancel: "Cancel" (gray button)

<Warning>
  **Cascading Delete**: Deleting a sponsor permanently deletes ALL related data:

  **✅ What Gets Deleted:**

  * ✅ All sponsor contacts (all contact persons)
  * ✅ All packages linked to this sponsor
  * ✅ All package items within those packages
  * ✅ All proposals (including sent/approved proposals)
  * ✅ Stored PDF files in cloud storage
  * ✅ Proposal tokens and email links (will stop working)

  **⚠️ Cannot Be Recovered:**

  * Approved sponsorship agreements
  * Historical proposal data
  * Package pricing and configurations
  * PDF documents sent to sponsors

  **🛡️ Alternative to Deletion:**
  Instead of deleting, consider changing the sponsor status to **"Archived"**. This preserves all historical data while hiding the sponsor from active lists.

  This action is **permanent and cannot be undone**. Always export important data before deleting.
</Warning>

### Affected Packages

If the sponsor has packages, the modal displays:

**Section**: "Packages using this sponsor"
**List**: All package names that will be deleted
**Example**:

* Gold Partner Package
* Stadium Naming Rights
* Digital Advertising Bundle

<Info>If no packages are linked, this section is hidden.</Info>

## Sponsor Status

Three status types to organize sponsors:

### Active

* **Meaning**: Current, active sponsor relationship
* **Badge**: Green "Active"
* **Display**: Normal opacity, sorted first
* **Use Case**: All current sponsors

### Inactive

* **Meaning**: Temporarily inactive or between contracts
* **Badge**: Gray "Inactive"
* **Display**: Normal opacity, sorted after Active
* **Use Case**: Past sponsors you may work with again

### Archived

* **Meaning**: Permanently archived relationships
* **Badge**: Gray "Archived"
* **Display**: 50% opacity, sorted last
* **Use Case**: Historical records, no longer relevant

<Tip>
  Use "Inactive" for sponsors between contracts, "Archived" for permanently closed relationships.
  This helps keep your active sponsor list clean while maintaining history.
</Tip>

## Linked Value Feature

Automatically sync sponsorship value with approved packages.

### How It Works

**When Enabled:**

1. Sponsor's "Sponsorship Value" field becomes read-only
2. Value automatically calculates from approved packages
3. Card shows cube icon to indicate linked status
4. Real-time updates when packages change

**Calculation:**

```
Sponsorship Value = Sum of all approved package sales prices
```

**Example:**

* Package A (approved): €100,000
* Package B (approved): €150,000
* Package C (pending): €50,000
* **Sponsorship Value**: €250,000 (only approved packages)

<Info>
  **Packages Feature Required**: Linked value only works if you have access to the Packages feature
  (Professional/Enterprise plans).
</Info>

### When to Use Linked Value

**✅ Use When:**

* Sponsor has multiple packages
* Package values change frequently
* You want automatic synchronization
* Accuracy is critical

**❌ Don't Use When:**

* Single flat sponsorship fee
* Value includes non-package components
* Manual control preferred

## Pending Proposals

Shows proposals waiting for approval (if Packages feature enabled).

**Display:**

* Count: Number of pending proposals
* Value: Total sales price of pending proposals
* Example: "2 pending proposals (€250,000)"

**Calculation:**

```
Count = Number of packages with status "pending_approval"
Value = Sum of sales_price for pending packages
```

<Note>
  **Professional/Enterprise Only**: Proposal tracking requires Packages feature access. If you don't
  have access, this section is hidden.
</Note>

## Permissions

Different permissions show different content:

| Permission        | Can View | Can Add | Can Edit | Can Delete |
| ----------------- | -------- | ------- | -------- | ---------- |
| **Sponsors Role** | ✅ Yes    | ✅ Yes   | ✅ Yes    | ✅ Yes      |
| **Admin**         | ✅ Yes    | ✅ Yes   | ✅ Yes    | ✅ Yes      |
| **Other Roles**   | ❌ No     | ❌ No    | ❌ No     | ❌ No       |

<Info>
  **Granular Permissions**: Enterprise plans can create custom roles with specific sponsor
  permissions.
</Info>

## Common Use Cases

### Adding First Sponsor

1. Click "Add First Sponsor" button
2. Fill in Details tab (name, value, status)
3. Upload logo or provide URL
4. Add website (optional)
5. Go to Address tab, fill in company address
6. Go to Contacts tab, add primary contact
7. Click "Add Sponsor"

### Managing Active Relationships

1. Keep status as "Active" for all current sponsors
2. Use linked value for multi-package sponsors
3. Add all relevant contacts with positions
4. Mark primary contact with star
5. Track pending proposals value

### Archiving Old Sponsors

1. Click three-dot menu on sponsor card
2. Select "Edit"
3. Change status to "Archived"
4. Add closure notes
5. Click "Save Changes"
6. Card moves to bottom with reduced opacity

### Bulk Contact Updates

1. Switch to "Contacts" tab
2. Scroll through grouped directory
3. Edit contacts inline using pencil icons
4. Toggle primary contacts with avatar clicks
5. Add new contacts with section buttons

## Troubleshooting

### Linked Value Not Updating

**Check:**

1. Linked value toggle is ON in sponsor details
2. You have Packages feature access
3. Packages have "approved" status (pending don't count)
4. Refresh page to see latest changes

### Logo Upload Failed

**Try:**

1. Check file size (\<2MB)
2. Use JPG, PNG, GIF, or WebP format
3. Try different file
4. Use logo URL as alternative

### Contact Deleted But Still Shows

**Fix:**

* Refresh page to clear cache
* Check if contact was in multiple sponsors
* Verify deletion confirmation appeared

### Can't Delete Sponsor

**Reasons:**

* Sponsor has packages (check affected packages list)
* Network error - try again
* Permission denied - contact admin

**Solution:**

* Delete or reassign packages first
* Then delete sponsor

## Next Steps

<CardGroup cols="2">
  <Card title="Create Packages" icon="box" href="/sponsorships/packages">
    Build sponsorship packages for your sponsors
  </Card>

  <Card title="Send Proposals" icon="file-invoice" href="/sponsorships/proposals">
    Create and send offers to sponsors
  </Card>

  <Card title="Track Analytics" icon="chart-line" href="/sponsorships/analytics">
    View sponsor performance insights and metrics
  </Card>

  <Card title="Asset Library" icon="photo-film" href="/sponsorships/inventory/inventory">
    Manage sponsorable assets and inventory
  </Card>
</CardGroup>

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="How do I add a new sponsor to the system?">
    Click the "Add Sponsor" button, enter company name, upload logo (optional), set sponsorship value, choose status (Active/Inactive/Archived), add website URL, and save. Then add contacts with names, emails, phone numbers, and designate a primary contact for communications.
  </Accordion>

  <Accordion title="What's the difference between Active, Inactive, and Archived sponsors?">
    Active sponsors are current partners with active sponsorship agreements. Inactive sponsors are
    prospects or sponsors in negotiation without signed contracts. Archived sponsors are past partners
    no longer working with you. The masonry grid sorts by status (Active first) and sponsorship value
    within each status category.
  </Accordion>

  <Accordion title="Can I track multiple contacts per sponsor?">
    Yes! Each sponsor can have unlimited contacts. Add names, job titles, email addresses, and phone
    numbers. Mark one contact as "Primary" to designate the main point of contact for proposals and
    communications. All contacts appear in both the sponsor card and the dedicated Contacts tab.
  </Accordion>

  <Accordion title="How do I upload sponsor logos?">
    When adding or editing a sponsor, click the logo upload area and select an image file (JPG, PNG,
    GIF, WebP). Logos appear as 48\*48px squares in the sponsor cards and as larger circular images on
    package proposals. If no logo is uploaded, a building icon placeholder is used.
  </Accordion>

  <Accordion title="What does the sponsorship value field represent?">
    The sponsorship value field tracks the total monetary value of the sponsor relationship. This can
    be annual contract value, lifetime value, or current package value depending on your tracking
    preference. Values are displayed prominently on sponsor cards and used for sorting sponsors by
    deal size.
  </Accordion>

  <Accordion title="How do I see pending proposals for a sponsor?">
    Sponsor cards automatically display a "Pending Proposals" count if you have Packages feature
    enabled. Click the count to view all draft packages and proposals for that sponsor. This helps
    track deal pipeline and follow up on pending offers.
  </Accordion>

  <Accordion title="Can I organize sponsors by categories or tags?">
    Currently, sponsors are organized by status (Active, Inactive, Archived) and automatically sorted
    by sponsorship value within each status. You can use the search function to quickly find specific
    sponsors by company name, contact name, or other details.
  </Accordion>

  <Accordion title="What happens when I delete a sponsor?">
    When deleting a sponsor, the system warns you if the sponsor has linked packages or proposals.
    Deleting a sponsor removes all associated contacts, but package history is preserved for
    record-keeping. Archived status is recommended over deletion to maintain historical data.
  </Accordion>

  <Accordion title="How do I manage sponsor contacts across multiple sponsors?">
    The Contacts tab provides a directory-style view of all contacts grouped by sponsor company. You
    can quickly scan, search, edit, or delete contacts across your entire sponsor portfolio without
    navigating individual sponsor profiles.
  </Accordion>

  <Accordion title="Can I link packages to sponsors?">
    Yes! When creating packages in the Package Builder, you select which sponsor the package is for. All packages automatically link to their sponsor, and pending proposals display as counts on sponsor cards for easy pipeline tracking.
  </Accordion>
</AccordionGroup>