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Partner Relationship Management › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Create Channel Partner record

Create and track channel partner records on the partner workspace to manage and store all information related to the channel partners.

Before you begin

Role required: sn_prm.enterprise_partner_admin

Procedure

  1. Navigate to the CSM/FSM Configurable Workspace and select the list
Image omitted: lists\_icon-proactive.png
view.

  1. Select Channel Partners from the Partner Relationship Management.

  2. Select New.

  3. On the form, fill in the fields.

    To learn more about the fields in the channel partner details section, see Channel partner table fields.

    FieldDescription
    Revenue per yearRevenue per year for the channel partner entity.
    Number of employeesNumber of employees in the channel partner entity.
    Supported IndustriesIndustries that the channel partner supports.

  4. In the Channel Partner Company Info section of the form, fill in the contact details including the Website, Email, and Phone of the channel partner.

  5. In the Company Address section of the form, fill in the address of the physical location of the channel partner, such as Street, State, and more.

  6. Select Save.

  7. View Channel Partner information on partner workspace
    View consolidated channel partner information through the multiple tabs on workspace.

  8. Register Partner Staff on workspace
    Register a new partner member or transfer existing staff within a partner organization.

Parent Topic:Using Partner Relationship Management

Related topics

Partner Relationship Management

Using Partner Relationship Management