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

Adding Locations for the Partner Locator


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

If you want partners to be visible to other partners in the Partner Locator, you should add their locations and publish them to the Partner Locator. Alternatively, partners can add their own locations through the Siebel PRM Portal, and you can publish them.

The Partner Locator allows customers, partners, and brand owner employees to find partners who are near to their location and who have special expertise. For example, if customers want a specific service, they can go to your Web site and use the Partner Locator to find a list of partners near them who have expertise in that service. If one partner company wants to find other partners to work with it on an opportunity, it can find other partners with the expertise it needs.

The Partner Locator allows users to search for partner name, partner type, partner expertise, and satisfaction index. It also allows users to enter their own location and choose the distance from their location that they want to search. For example, they can search for partners within 50 miles of their location.

Because one partner company can have many locations, you or the partner company must enter all the locations that will appear in the Partner Locator.

Partners can add locations under their Company Profile, available through the Profile hyperlink on the PRM Portal.

You must also select the Publish check box for a partner to publish all of that partner's locations to the Partner Locator. You can deselect this check box to remove all the partner's locations from the Partner Locator. For example, you may want to do this if you charge partners a fee to be listed in the Partner Locator and one partner company does not pay.

If this check box is not selected, the partner company is still visible to the brand owner in the Partner Locator of the Siebel PRM Manager, but it is not visible to other partner companies in the Partner Locator of the Siebel PRM Portal.

NOTE:  When you publish a partner to the partner locator, you can only select an existing address. If you want to add a new address for the partner in the partner locator, you must add the new address in the Partners form in the Partners screen above the location list before you add the location.

To publish a partner to the Partner Locator and add locations

  1. Navigate to the Partners screen > Partner List view.
  2. In the Partners list, drill down on the name of the partner that you want to publish to the Partner Locator.
  3. Click the More Info view tab.
  4. In the More Info form, select the Publish check box.
  5. Click the Locations view tab.
  6. If the address of this location has not been entered, click the Select button of the address field in the Partners form above the Locations list, and use the dialog box to add the address.
  7. In the Locations list, add a record for each of the partner's locations and enter the information in the following table.
    Field
    Comments

    Location Name

    Enter a business name for this location.

    Address

    Click the Select button and select the address of this location.

    City

    Entered when you select the address.

    Zip Code

    Entered when you select the address.

    State

    Entered when you select the address.

    Country

    Entered when you select the address.

    Longitude

    Calculated and entered by the system when the record is saved.

    Latitude

    Calculated and entered by the system when the record is saved.

    Business Hours

    Enter the business hours for this location.

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