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Other Ways of Adding Partner Records

Because it is most common for partners to apply through your Web site, only this method was described earlier in this chapter. However, you can add a partner record in three ways:

• Approve a partner company. If a company applied to be a partner through your Siebel PRM Web site, it has entered the information you need for the partner record. To add a partner record, click the Approve button to move it from the Prospective Partners list to the Partners list, as described previously.
• Enter a partner company manually. If a company became a partner without applying through your Siebel PRM Web site, you can enter it in the Partners list manually. When you first set up Siebel PRM, you enter records for your existing partners manually.
• Convert a customer account to a partner. If one of your customers also becomes a partner, you can add it to the Partners list by converting its Account record to a Partner record.

Here, we will look at the other two methods of adding a partner record, which are less common but also are useful.

After adding a new partner in either of these two ways, you must go through the rest of the process of enrolling a new partner, as described previously. The process using the three methods of adding a new partner is shown in Figure 26.

Figure 26. Process for Adding a New Partner

Adding a New Partner Record Manually

If a company did not apply to be a partner at your Web site, add the new partner record manually. You can enter a partner manually in two ways:

• Add an approved partner manually. If you have already approved the partner company, you can enter it manually as an approved partner.
• Add a prospective partner manually and promote it. If you have not already approved the partner company, you can enter it manually as a prospective partner. Then, after it is approved, you can promote it.

Adding an Approved Partner Manually

If the partner has been approved, enter the Approved Partner record manually. Then complete the registration process and enter the partner profile.

To add an approved partner manually

1. Navigate to the Partner Administration screen.
2. From the Show drop-down list, choose Approved Partners.
3. In the Partners list, click the menu button, then click New Record to add a new record to that list.
4. Fill in the blank record and the More Info view with the information about the new partner.

   Field	Comments
   Name	Enter the name of the partner company.
   Site	Enter a description of the physical location of the partner, such as "Headquarters" or "San Francisco."
   Address, and so on	Enter the partner company's street address, city, state, zip code, and country.
   Main Phone #	Enter the partner company's main phone number.
   Main Fax #	Enter the partner company's main fax number.
   Email	Enter the partner company's main email address.
   URL	Enter the address of the partner's Web site.
   Currency	Enter the currency the partner uses.
   Partner Type	Optionally, click the select button and use the dialog box to choose the type of partner you are adding; for example, aggregator, reseller, or service provider.
   Partner Tier	Enter the partner tier. Companies might use tiers such as gold, silver, and bronze, or strategic, premier, and alliance.
   Industries	Optionally, click the select button, and in the dialog box, choose the industries to which this partner sells.
   Territories	Optionally, click the select button, and in the dialog box, choose the territories to which this partner sells.
   Ranking	Optionally, enter information about how this partner is ranked against other partners in your partner program, which can help you keep track of your top performing partners.
   Stage	Use the picklist to choose the stage of the partner's application. Options are Active, Application Pending, Candidate, and Contract Pending.
   Publish	Determines whether this partner will be published in the Partner Locator module. If this flag is checked, then when users search for partners in Partner Locator, this partner will be included in the possible result set.
   Organization	Use this field to enter the partner's organization, as described in the next section.
   Sales Team	Select the sales team for the partner company. These are your employees who will see this partner company's record in My Partners view.
   Price List	Select one or more price lists that this partner company will use.
   Alias	Optionally, enter aliases for this partner company, names that the partner company might use in addition to its company name.
   Currency	Select one or more currencies that this partner company uses.
   Account Type	Select Partner as the account type.
   Status	Select the account status: Active, Contract Pending, Marked for Deletion, or Inactive.
   Parent Account	Optionally, enter the parent company of the partner company.
   Parent Account Site	Optionally, enter the site of parent company.

5. Click Register, and complete the process of adding the partner company, as described earlier in this chapter in Enrolling New Partner Companies.

Adding a Prospective Partner Manually

If the partner has not yet been approved, enter a Prospective Partner record manually, and enter the partner profile manually. At some later time, after the partner has been approved, click the Approve button to move it the Approved Partner list and then complete the registration.

Before you add Prospective Partner records manually, you must make sure that the partner managers at your company who add Prospective Partner records have the value Self-Registered Partner Agent in their New Responsibility field. When these managers create new users, the new users will inherit the responsibility in their New Responsibility field. When the prospective partners inherit the responsibility Self-Registered Partner Agent, the partners will be able to log into the Siebel Partner Portal as self-registered users in the interim, until they are approved.

To enter the partner manager's new responsibility

1. Navigate to the User Administration screen.
2. Use a query to find the employee whose new responsibility you want to enter.
3. In the More Info view, click the More/Less button to expand the More Info form.
4. In the New Responsibility field, choose Self-Registered Partner Agent.

To add a prospective partner manually

1. Navigate to the Partner Administration screen.
2. If it is not already selected, from the Show drop-down list, choose Prospective Partners.
3. In the Prospective Partners list, click the menu button, then click New Record to add a new record to that list.
4. Fill in the blank record and the More Info view with the information about the new partner.
5. Click the Profile view tab, and enter the partner profile.
6. At some later time, after the partner has been approved, click the Approve button to move it the Approved Partner list and complete the registration process as described earlier in this chapter in Enrolling New Partner Companies.

Converting a Customer Account to a Partner

You may find that one of your customers wants to become a partner. You can convert the customer's Account record to a Partner record.

To convert a customer account to a partner

1. Navigate to the Accounts screen.
2. In the Accounts list, select the customer account that you want to convert to a partner.
3. In the More Info view, select Partner from the Account Type drop-down list.
4. Click the Partner check box to select it.

   The account is converted to a partner and will appear in the Partners screen, Approved Partners view, as well as in the Accounts screen.

5. Navigate to the Partner Administration screen.
6. From the Show drop-down list, choose Approved Partners, and then click the Register button to complete the process of adding the partner company, as described in Enrolling New Partner Companies.