Adding a Sales Partner to Your Sales Organization
You might have a number of active sales partners who work with managing employees within your organization. By entering sales partner information in the Salesforce window, sales partners can automatically be notified of sales leads and opportunities.
1. From the Navigator, choose Setup -> Sales -> Sales Force to open the Salesforce window.
2. Select the Partners tab.
3. Select the first blank line in the Partner field.
4. Choose Find All from the Query menu.
All your current partners should display.
5. Choose New Record from the Edit menu.
6. Enter the new partner information.
If there is a list of values for you to select from, the list of values button on the toolbar will be active.
7. Enter the name of the managing employee in the appropriate fields.
Use the scroll bar to fill in fields.
8. Enter the name of the sales partner in the Primary Contact field.
9. Choose Save on the toolbar to add the information to the database.
To deactivate a sales partner:
- If a sales partner is no longer active, you may deactivate the partnership status by unchecking the Active check box. Do not delete the record.
