Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >

Reviewing Partners

You can review and update the partners associated with an account or unit. You can view the partners for a particular account or unit, or you can view partners for all units.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review partners for selected units

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. Drill down on the portfolio plan with which you want to work.
3. Click the appropriate account planning tab, then click the Partners subview tab.

   The current partners for the selected units are displayed.

4. To add a partner, click New, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Competitors	Select your competitors for the customer account.
   Partner	Select a partner. Click the Select button to display a list of all accounts that have the Partner field selected.
   Partner Alignment with Competitors	Select the value that best describes the relationship of the partner with your competitors.
   Partner Relationship with Account	Select the value that best describes the relationship of the partner to the customer.
   Partner Type	Select the partner type.
   Relationship Owner	Displays the owner of the customer account.
   Relationship with Partner	Select the value that best describes your relationship with the partner.

To view partners for a portfolio plan

1. Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
2. Drill down on the portfolio plan with which you want to work.
3. Click the All Partners tab.

   All partners that are associated with accounts in the portfolio plan are displayed.

   For information about the fields in this screen, see Reviewing Partners.