Siebel Applications Administration Guide > Managing Portfolios > Process of Analyzing B, C, and D Accounts >
Reviewing Partners
You can review and update the partners associated with an account or unit. You can view the partners for a particular account or unit, or you can view partners for all units. This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts. To review partners for selected units
- Navigate to the Accounts screen, then the Portfolio Management Process view.
- Drill down on the Portfolio Name field of the portfolio plan record.
- Navigate to the appropriate account planning view, then the Partners view.
The current partners for the selected units appear.
- To add a partner, create a new record, and complete the necessary fields.
Some fields are described in the following table.
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Partner |
Select a partner. Only accounts that have the Partner field selected are available for selection. |
Partner Type |
Select the partner type. |
Relationship with Partner |
Select the value that best describes your relationship with the partner. |
Partner Relationship with Account |
Select the value that best describes the relationship of the partner to the customer. |
Partner Alignment with Competitors |
Select the value that best describes the relationship of the partner with your competitors. |
Competitors |
Select your competitors for the customer account. |
Relationship Owner |
Displays the owner of the customer account. |
Viewing Partners for a Portfolio Plan
Complete the following procedure to view partners for a portfolio plan. To view partners for a portfolio plan
- Navigate to the Accounts screen, then the Portfolio Management Process view.
- Drill down on the Portfolio Name field of the portfolio plan record.
- Navigate to the All Partners view.
All partners that are associated with accounts in the portfolio plan appear. For information about the fields in this screen, see Reviewing Partners.
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