Siebel Partner Relationship Management Administration Guide > Working with New Partners > Process of Enrolling a New Partner Company >

Adding a Partner Record by Qualifying a Partner Company


This task is a step in Process of Enrolling a New Partner Company.

If a partner company registered at your Web site wants to apply to be a partner, the first step is to qualify the partner company. Qualifying a partner company moves it from the Prospective Partners list to the Qualified Partners list.

To qualify a partner company

  1. Navigate to the Administration - Partner screen > Prospective Partners view.
  2. Select the prospective partner record that you want to qualify and click Qualify.

    The Prospective Partner record is converted to a Qualified Partner record, and appears in the Qualified Partners list.

NOTE:  In some cases, you can just qualify a partner company and skip the registration tasks. Do this only if the partner company is not using the Siebel PRM Portal, and you are using Siebel PRM only to keep track of the partner company, not to share information with it. You can still work with the partner company record using the Siebel PRM Manager; the channel manager can view the company's records in the Partner screen and can also use the Siebel PRM Manager to request market development funds (MDFs) for the company.

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