Bookshelf Home | Contents | Index | Search | PDF

Siebel Partner Relationship Management Administration Guide > Managing Your Partners > Tracking Partner Information >

Entering Partnership Contacts

---

The Partnership Contacts list is used to keep track of the key people who manage this partnership. It should include:

Key partner contacts. Employees of the partner company who are responsible for managing the partner relationship.
Internal owners. Employees at the brand owner company who are responsible for managing the partner relationship.

For more information on adding and maintaining contacts, see the chapter on contacts in Siebel Call Center User Guide or Siebel Sales User Guide.

NOTE:  Partner employees must be in the partner Contacts list, described in the previous section, for you to be able to select them to be added to the Partnership Contacts list.

To enter partnership contacts

Navigate to the Partners screen.
In the Partners list, select the partner company where the contact is an employee.
Click the Partnership Contacts view tab.

The Key Partner Contacts list appears.

In the Key Partner Contacts list, click the menu button, then click New Record to add a new record to this list.

The Key Partner Contacts form appears.

Click the select button for the Last Name field.

The Pick Contact dialog box appears, listing employees already added to the partner Contacts list.

Select the record for the contact you want to add, and click OK.

The fields in the Key Partner Contacts form are filled out with information about this contact.

In the Internal Owners list, click the menu button, then click New Record.
In the Add Positions dialog box, select the person in your company who is the internal owner of this partnership contact. You can select more than one internal owner.

Bookshelf Home | Contents | Index | Search | PDF