Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Creating Initiatives >

Adding Partners as Participants in an Initiative

Participants in an initiative are partner companies who are best positioned to work on the initiative. You might also form new partnerships with companies that are especially qualified to work on the initiative.

You must add these partners as participants in the initiative.

To add a partner company as a participant in an initiative

1. Navigate to the CHAMP Planning screen.

   From the Show drop-down list, initiatives should be chosen by default.

2. In the Partnership Initiatives list, select the initiative to which you want to add partners.
3. Click the Initiative Participants view tab.

   The Initiative Participants list appears.

4. In the Initiative Participants list, click the menu button, then click New Record to add a record to the list.

   The Add Partner dialog box appears.

5. Choose one or more partners and click OK.

   The Partners are added to the Participating Partners list.