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Siebel Partner Relationship Management Administration Guide > Managing Your Partners > Tracking Partner Information >

Entering Partner Contacts

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The Contacts list is used to keep track of your business contacts at the partner company.

Partner employees must be in the Contacts list to be included in partner organization charts. You can also add contacts when you are creating an organization chart, and they will be added to the Contacts list.

For more information on adding and maintaining contacts, see the chapter on contacts in Siebel Call Center User Guide or Siebel Sales User Guide.

NOTE:  Adding a contact in the Partner Contacts view will not give that contact access to the Siebel Partner Portal. If you want partner contacts to have access to Siebel PRM, you must also add them in the User Assignments list of the Partner Administration screen, or they must be added by the delegated administrator at their own company. For more information, see Working With New Partners.

To enter partner company contacts

Navigate to the Partners screen.
In the Partners list, select the partner company where the contact is an employee.
Click the Contacts view tab.

The Contacts list appears.

In the Partner Contacts list, click the menu button, then click New Record to add a new record to this list.
Enter information about the contact.

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