Converting Accounts to Partner Accounts
In Oracle CRM On Demand you can convert accounts to partner accounts if your access levels permit you to do so.
Before you begin. Your company administrator must have added the Managed Partner check box to the detail page.
To convert an account to a partner account
NOTE: If the Partner record type is configured in the user mode of record ownership, then when you complete this task, the name of the Owner field automatically changes to the name of the user performing the conversion, and the new partner is added to the owner's partner team.
To ensure that a partner account cannot revert to a regular account
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|