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Adding New Partners

The setup chapter of Siebel Partner Relationship Management Administration Guide describes the process of adding new partners.

In Siebel PRM, individuals can register at the Siebel Partner Portal and can automatically become individual partners. Self-registered partners would probably not be used in the insurance industry.

In Siebel PRM, companies typically apply to become partners by registering at the Siebel Partner Portal. When they register, they enter information that is stored in a Prospective Partner record. When the brand owner approves them, the Prospective Partner record is converted to a Partner record.

This model of partner registration can be used in the insurance industry and is supported by Siebel Agent Portal. However, in the insurance industry, it is more common to recruit partners in other ways.

If a new partner registers online, then you should add the partner using the process described in the setup chapter of Siebel Partner Relationship Management Administration Guide.

If a new partner is recruited in some other way, you should modify the process of adding a partner as described below.

In the setup chapter of Siebel Partner Relationship Management Administration Guide, the enrollment process begins with the following two steps:

• Display and assess prospective partners. Begin by displaying the list of prospective partners recruited through the Web and deciding which to approve as partners.
• Add a Partner record for the partner company. You typically add a Partner record by approving a prospective partner.

These two steps do not apply if the partner did not register on line, and they should be replaced by the following:

• Recruit new partners. Recruit partners in the same ways that you have in the past, without using Siebel Agent Portal.
• Add a Partner record. Add a record for the new partner directly in the Partner Administration screen, in the Approved Partner view, or import the partner record using EIM.

After the first two steps, the rest of the process of adding a new partner in Siebel Agent Portal is similar to Siebel Partner Portal.

For information about adding a new Partner record directly, see the section about other ways of adding partner records, at the end of the setup chapter of Siebel Partner Relationship Management Administration Guide.

To add a new partner, if the partner did not register online:

• Begin by adding a Partner record directly in the Approved Partner view, using the method described in the section about other ways of adding partner records, at the end of the setup chapter of Siebel Partner Relationship Management Administration Guide.
• Then click Register to create the partner organization. This is similar to the process described in the setup chapter of Siebel Partner Relationship Management Administration Guide, except that you can choose a parent organization for the new partner, rather than just being able to choose a parent division.
• After registering, you continue the process of assigning responsibilities, positions, and master data to the partner company, and of adding user assignments at the partner company, as described in the setup chapter of Siebel Partner Relationship Management Administration Guide.