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Siebel Partner Relationship Management Administration Guide > Working With New Partners > Enrolling New Partner Companies >

Completing the Partner Profile

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Optionally, after completing the administrative tasks of adding a partner company, you can make additional entries in the partner profile to make sure that it has the information your company needs and that it is accessible to the right people in your company.

You can:

Enter the partner's competitors and existing partnerships.
Enter the partnership profile.
Give your employees access to the partner in My Partners view.

Entering the Partner's Competitors and Existing Partnerships

Because it could be a security breach to expose the lists of a partner's competitors and existing partnerships during registration, these fields have been left as text fields during the registration process, so they are not automatically entered in the database. To update these fields, you can select companies that match what your partner entered in the Partner Profile view during registration.

To enter the partner's competitors and existing partnerships

Navigate to the Partners screen.
In the Partners list, select the record of the new partner company.
Click the Profile view tab.
In the Profile form's Show drop-down list, choose Partnership Application.

The information that the partner filled out in the profile appears.

If necessary, click the show more button.
Note the existing partners and competitors entered by your partner.
In the Profile form's Show drop-down list, choose Partner Profile.

The Partner Profile appears.

In the Profile form, in the field Other Program Memberships, enter the companies that the partner specified as its existing partners. If the specified company does not exist on the account list, you may want to add an account to your account list for this company.
In the Partner's Competitors field, enter the companies the partner specified as its competitors. If the specified company does not exist on the account list, you may want to add an account to your account list for this company.

Entering the Partnership Profile

Siebel PRM includes two types of profile:

Partner profile. Describes the partner company.
Partnership profile. Describes how your company will work with the partner company.

The partner profile should have been entered when a company applied to be a partner or when you were evaluating the potential partner.

After you register a partner, you should enter the partnership profile.

For more information about the partnership profile, see Managing Your Partners.

Giving Your Employees Access to the Partner in My Partners View

You can give access to this partner record to specific employees in your company, so this partner is included in the Partners list when they display My Partners view.

You make the partner company visible in an employee's My Partners view by adding that employee to the sales team for the partner company.

To add an employee to the partner's sales team

Navigate to the Partners screen.
In the Partners list, select the record of the new partner company.
In the More Info form, click the show more button.

The More Info form is expanded.

In the More Info form, click the select button of the Sales Team field.

The Sales Team Members dialog box appears.

Select an Employee you want to add to the Sales Team and click OK. If necessary, click the New button to add employees to the Sales Team Members dialog box.

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