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Siebel Partner Relationship Management Administration Guide > Sharing Data with Partners > Sharing Transactional Data with Partners > Assigning Contacts to a PartnerYour partners need information about your contacts at your customers in order to sell or provide service to them. You can provide this information by assigning contacts at your customer accounts to partners. Employees of partner companies can also add new contacts, and these added contacts are visible to you. If you assign a contact to a partner organization rather than to an individual partner employee, this contact appears in the All Contacts view when partner employees access Siebel PRM through the Web, but does not appear in the My Contacts view for any employee. Someone at the partner company who has access to the All Contacts view must assign the contact to an employee. For more information about working with contacts, see the chapter on contacts in Siebel Applications Administration Guide. NOTE: You cannot use the Contacts view of the Partners screen to assign contacts to a partner. Use this screen to enter your own business contacts at the partner company. To assign a contact to a partner employee
Use the following procedure to assign a contact to a partner company. To assign a contact to a partner company
Use the following procedure to work with the contacts of a partner. |
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