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Siebel Partner Relationship Management Administration Guide > Managing Your Partners > About Tracking Partner Information > Adding Notes About a Partner CompanyPartner notes let you enter text information about partner companies. For example, if a partner gives you driving direction to its office, you can enter the information in a note added to that company's record. This information can be exclusively for your use or can be shared with colleagues in your company:
You and others in your company can use the Partner Notes view to enter notes about your partners. NOTE: Partner employees do not have access to shared notes. They are used for sharing information within the brand owner company. To enter notes about a partner company
Use the following procedure to work with notes about a partner company. |
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