Process of Enrolling a New Partner Company

To enroll a new partner company, you typically perform the following tasks:

1. Add the partner company by:

   1. "Displaying and Assessing Prospective Partner Companies". View the Siebel Business Applications submitted on the Siebel PRM Portal by prospective partners. If a company applies to be a partner through your Siebel PRM Web site, it has entered the information you need for the partner record. After this application is submitted, it is visible in Prospective Partners List view. To view the Siebel Business Applications of prospective partners, Navigate to the Administration - Partner screen, then the Prospective Partners view.

   2. "Adding a Partner Record by Qualifying a Partner Company". To qualify the partner, click Qualify. This moves the Siebel Business Application from the Prospective Partners list to the Qualified Partners List. The prospective partner is now a qualified partner.

   3. "Registering the Partner Company". After qualifying a prospective partner, add it to the Registered Partner list by clicking Register. The partner is now a registered Partner. To view the registered partners, Navigate to the Administration - Partner screen, then the Registered Partners view.

   
   

   Note: In some situations, you might add partner companies in other ways, described in "Other Ways of Adding Partner Records".

   
   

2. "Assigning Responsibilities to the Partner Company". Responsibilities control the views partners can see.

3. "Assigning Positions to the Partner Company". You can define the positions for the partner company, or you can let a delegated administrator at the partner company define these positions.

4. "Assigning Master Data to the Partner Company". You assign most master data by adding the partner company to one or more access groups. You also assign a price list to the partner company.

5. "Adding User Assignments at the Partner Company". You can enter the users at the partner company yourself, or you can enter one user at the partner company as a delegated administrator, who can add other users and delegated administrators at the partner company. As part of adding user assignments, you can also create a User ID and password for each employee and associate the user with a position and responsibilities.

6. "Contacting the New Delegated Administrator". You can set up a workflow to send email to the new delegated administrator after the partner company has been added.

7. "Adding Locations for the Partner Locator". If you want the partner company to be visible in the Partner Locator, you must add locations or have the partner add its own locations, and you must publish locations.

8. "Completing the Partner Profile". Optionally, you can complete the partner profile to make sure that it has the information you need and that it is accessible to the right people in your company.

In some situations, you can add a partner company and skip the registration and the following steps. Skip the registration and the following steps only if the partner company is not using the Siebel PRM Portal. You can still work with the partner company record using the Siebel PRM Manager: the channel manager can view the company's records in the Partner screen and can also use the Siebel PRM Manager to request market development funds (MDFs) for the company. You display partners who are approved but not registered by navigating to the Administration - Partner screen and choosing the Approved Partners link. You display registered partners by navigating to the Administration - Partner screen and choosing the Registered Partners link.

Displaying and Assessing Prospective Partner Companies

This task is a step in "Process of Enrolling a New Partner Company".

When a company applies to be a partner, you need to assess how well it can work with your company before deciding whether to enroll it as a partner.

There are many things you can do when you assess a potential partner company. You begin by assessing the profile data entered when the company applied to be a part of the partner program. You might also want to read a Company Briefing, do a credit check, talk to key people in the company, and do many other offline activities.

When a company applies at your Siebel PRM Portal to be a partner, the company fills out a partner profile, including detailed information about the potential partner company's business. You begin the enrollment process by examining this information to understand this company's business model and seeing how it might fit in with your business goals.

You use the Prospective Partners list to view the companies that have applied to become your partners, along with their profiles. This list includes companies and individuals that have registered as partners online.

To view prospective partners and their profiles (brandowner)  

1. Navigate to the Administration - Partner screen, then the Prospective Partner view.

   The Prospective Partners list appears with a list of companies that have applied to be partners.

2. Select a partner company in the Prospective Partners list.

   Profile information about that company is displayed in the More Info form.

Adding a Partner Record by Qualifying a Partner Company

This task is a step in "Process of Enrolling a New Partner Company".

If a partner company registered at your Web site wants to apply to be a partner, the first step is to qualify the partner company. Qualifying a partner company moves it from the Prospective Partners list to the Qualified Partners list.

To qualify a partner company  

1. Navigate to the Administration - Partner screen, then the Prospective Partners view.

2. Select the prospective partner record that you want to qualify and click Qualify.

   The Prospective Partner record is converted to a Qualified Partner record, and appears in the Qualified Partners list.

In some situations, you can just qualify a partner company and skip the registration tasks. Skip the registration tasks only if the partner company is not using the Siebel PRM Portal, and you are using Siebel PRM only to keep track of the partner company, not to share information with it. You can still work with the partner company record using the Siebel PRM Manager; the channel manager can view the company's records in the Partner screen and can also use the Siebel PRM Manager to request market development funds (MDFs) for the company.

Registering the Partner Company

This task is a step in "Process of Enrolling a New Partner Company".

For any method you choose to use to add a partner company record, you must register the partner company.

To register the partner company  

1. Navigate to the Administration - Partner screen, then the Qualified Partners view.

2. In the Partners view, select the company you want to register and click Register.

3. In the Register Partner view, select the Organization check box.

   1. In the Parent Organization field, select a parent organization.

   2. In the Partner Manager field, select a manager.

About Placing the Partner Company in the Organization Hierarchy

Siebel business Applications let you divide your business into organizations, which control visibility to data. For example, when users choose All Contacts, they display the contacts in their own organization.

While setting up Siebel PRM, your company's partner operations manager might have created a hierarchical organizational structure to organize your partner companies. For example, there might be a hierarchy that organizes partner companies based on the product they specialize in or the industry in which they work.

When you register a new company, you must place it in the organization hierarchy by choosing its parent organization. For example, if your hierarchy is based on industry, you must place the new partner organization under the organization for the appropriate industry.

You can also create a hierarchical structure with multiple organizations for the partner company itself. For example, if you assign opportunities to different regional divisions of a partner company, you can create an organization that represents the entire partner company and organizations under it in the hierarchy that represent its regional divisions. Then, you can assign opportunities to organizations representing the regional divisions, and only the division you assigned the opportunity to is able to see it. For more information about setting up the organization hierarchy in Siebel PRM, see Chapter 3, "Setting Up Siebel PRM." For more information about using organizations to control visibility to data, see Siebel Security Guide.

About Specifying the Partner Manager for a Partner Company

If you are using market development funds (MDFs), you need to specify an employee in the partner manager field, so that fund requests are routed properly for approval. The employee selected in the partner manager field is the first to approve an MDF request.

If you are not using MDFs, you do not need to use the Partner Manager field. You can enter a sales team instead. You might want to use the Partner Manager field as well as the Sales Team field to indicate that one person has primary responsibility for the partner.

In any event, the employee selected in the Partner Manager field must also be on the sales team to have visibility to the record in My Partners view. The partner's record is displayed in My Partners view for members of the account team.

Note: The employee selected in the Partner Manager field does not automatically have visibility to the Partner Record in the My Partners view. The Sales Team field determines who has visibility to the partner record in the My Partners view. You can display the record in the Approved Partner list and, in the More Info form, add employees responsible for the partner to the sales team.

Registering the Partner Company

Select the Partner record and click Register to place the partner in the organization hierarchy and specify the Partner Manager field.

Caution: After you register the partner company, you cannot delete the partner organization. Be sure you want to create a new organization before clicking Register. Registering is necessary to create an Organization record for this partner company in addition to the Partner record that you have already created; the Siebel Business Application cannot work with the partner company unless there is an Organization record.

To register the partner company  

1. Add a Partner record for the new partner company, using the method described in the topic "Adding a Partner Record by Qualifying a Partner Company" or one of the methods described in the topic "Other Ways of Adding Partner Records".

2. In the Approved Partners view, with the new Partner record selected, click Register at the top of the Partners list.

   The Register Partner form appears.

3. Check the Organization box.

   Registering this partner company makes it an organization, so you can put it in your organization hierarchy.

4. Click the Single Select button for the Parent Division field.

   The Organization dialog box appears.

5. Choose the division that above this partner organization in the organization hierarchy, and click OK. If you leave the field blank, the current user's organization is the parent organization by default.

6. To specify the Partner Manager field:

   1. Click the Single Select button for the Partner Manager field.

      The Pick Position dialog box appears, listing the positions and names of your employees.

   2. In the Pick Position dialog box, choose the position and person who is the partner manager for this partner organization, and click OK.

      The login name of the person you selected is entered as the Partner Manager in the Register Partner form.

   3. If you do not select an employee for this field, the current user is entered by default.

7. Click the Save button at the top of the Register Partner form.

   The partner company has been registered.

After enrolling and registering the new partner, add the company identifier to start processing user applications from the Administration - Partner screen, then the Partner User Applications view.

Assigning Responsibilities to the Partner Company

This task is a step in "Process of Enrolling a New Partner Company".

Responsibilities specify which views users of Siebel Business Applications can access.

For example, you can create the responsibility Salesperson, which includes the My Opportunities view, the responsibility Sales Manager, which includes both My Opportunities and My Team's Opportunities views, and the responsibility Sales Director, which includes the My Opportunities, My Team's Opportunities views, and All Opportunities views.

If you are using delegated administration, assign one partner employee the Partner Operations Manager responsibility, which includes the views for delegated administration in the Siebel PRM Portal. The partner operations manager uses the delegated administration views to add other employees and assigns them responsibilities.

Partners cannot create their own responsibilities. They can choose only from the set of responsibilities that you give them access to. You must associate at least one responsibility with the partner organization, so the partner users have access to some views when they log in to the PRM Portal. Typically, you assign multiple responsibilities to the partner organization so that the delegated administrator can give different types of users different responsibilities, just as you would with your own employees. For more information about positions and responsibilities, see the topics on defining positions and on defining responsibilities in Siebel Applications Administration Guide.

Note: Before you can assign responsibilities to a partner company, your partner operations administrator must have created the appropriate responsibilities while setting up Siebel PRM, as described in Chapter 3, "Setting Up Siebel PRM."

To assign responsibilities to a partner company  

1. Navigate to the Administration - Partner screen, then the Registered Partners view.

2. In the Partners list, drill down on the name for the partner company to which you are assigning the responsibilities.

3. If necessary, click the Responsibilities view tab.

4. In the Responsibilities list, add a new record.

   The Add Responsibilities dialog box appears.

5. Select the Responsibility record that you want to add, and click OK.

   The responsibility is added to the Responsibilities list.

Assigning Positions to the Partner Company

This task is a step in "Process of Enrolling a New Partner Company".

Positions specify which data Siebel Business Applications users can see when they display one of the "My" views. For example, if a user displays the My Opportunities view, the user sees the opportunities that have that user's position on the sales team.

For this reason, most Siebel implementations give a different position to each employee. For example, Siebel implementations would generally use positions such as Salesperson-042233 and Salesperson-042234 to give each of their salespeople a unique position. Then, when salespeople display My Opportunities view, for example, they see only their opportunities, not the opportunities of other salespeople.

Because positions are used this way, you can assign data to new employees who replace other employees simply by giving them the positions of the employees they are replacing (such as Salesperson-042233) to give them visibility to the data they need.

If you are using delegated administration, which lets administrators at partner companies add employees at their company, you must create at least one position for the delegated administrator. You generally want the delegated administrators to create positions in addition to adding employees, because they generally must create a new position whenever they add a new employee.

If you are not using delegated administration, you must add positions for all partner employees. For more information about positions and responsibilities, see Siebel Security Guide.

To assign positions to a partner company  

1. Navigate to the Administration - Partner screen, then the Registered Partners view.

2. In the Partners list, drill down on the name for the partner company to which you are assigning the positions.

3. Click the Positions view tab.

   The Positions view appears.

4. In the Positions list, add a new record.

5. Enter information in the Position form to create a new position.

Assigning Master Data to the Partner Company

This task is a step in "Process of Enrolling a New Partner Company".

Siebel Business Applications include two different types of data, which you work with in different ways:

• Transactional Data. This is data that users can create, read, edit, and delete, such as opportunities, accounts, contacts, and service requests. It can be assigned to individuals, to groups of individuals (such as a sales team), or to organizations.

• Master (or Referential) Data. This is data that users can only read, such as sales literature and service solutions. It is usually assigned to groups of users through access groups.

The next step in adding a new partner company is to assign it the appropriate master data.

To assign most master data to partners, you use access groups. Before you can assign master data in this way, your channel operations manager must set up the appropriate access groups and categories of master data, as described in Chapter 3, "Setting Up Siebel PRM." Then, any partner company that you add to the access group has access to the master data visible to that access group.

Price lists are the only type of master data that is not assigned using access groups, because price lists are usually assigned to smaller groups of partner companies than other forms of master data. For example, you might assign master data to an access group called resellers, but you might have a different price list for each reseller, or you might have a standard price list for most resellers but special price lists for five of your resellers. Assigning price lists to access groups would limit the utility of the access groups, because price lists often do not follow the same rules as other master data.

You might also want to assign some types of transactional data, such as customer accounts and contacts, to the new partner company. You assign other types of transactional data, such as opportunities and service requests, to the partner company after you start working with it.

Most often, the type of access groups that partners are assigned to Partner Communities, but they can be assigned to access groups of any type.

For information about assigning transactional data to partner companies, see Chapter 8, "Sharing Data with Partners."

To add a partner company to an access group  

1. Navigate to the Administration - Partner screen, then the Registered Partners.

2. In the Partners list, drill down on the name for the partner company which you are adding to the access group.

3. Click the Access Groups view tab.

4. In the Access Groups list, add a new record.

   The Add Access Groups dialog box appears.

5. Select the Access Groups to which you want to add the partner, and click Add.

Use the following procedure to assign a price list to a partner company.

To assign a price list to a partner company  

1. Navigate to the Administration - Partner screen, then the Registered Partners view.

2. In the Partners list, drill down on the name for the partner company to which you are assigning the price list.

3. Click the Price Lists view tab.

   The Price Lists view appears.

4. In the Price Lists list, add a new record.

   The Add Price List dialog box appears.

5. Select the Price List record that you want to add and click OK.

   The price list is added to the Price Lists list.

Adding User Assignments at the Partner Company

This task is a step in "Process of Enrolling a New Partner Company".

As the next step in adding a new partner company, use the User Assignments view to add partner employees as Siebel PRM users. You can also use this screen to update positions, responsibilities, and logins for existing users.

Partner users must be added as employees to be able to log in to the Siebel PRM Portal. The Employee check box must be selected in the User Assignments view tab. This check box is selected by default when a new user is added.

Siebel PRM lets you add two types of partner employees:

• End Users. You can add the employees in your partner company as end users.

• Delegated Administrators. You can designate one or more employees at the partner company as delegated administrators, who can then add new users at the partner company and assign them responsibilities you have created for this partner company. The delegated administrator can also perform routine maintenance tasks, such as modifying user records. A delegated administrator must have a responsibility that includes the views used for delegated administration. In the seed data, this responsibility is Partner Operations Manager.

Delegated administrators can also give employees at their company the responsibility of delegated administrators. Therefore, you can add the person who submitted the application for a partner company as a delegated administrator, and then that delegated administrator can add other employees at the partner company as delegated administrators, who actually enter the users.

After the delegated administrator has added partner employees, you can see them using the Siebel PRM Manager. For more information on adding users and delegated administrators, see Chapter 3, "Setting Up Siebel PRM."

Note: If you are using delegated administration, you must make at least one partner employee a delegated administrator. In the User Assignments view, edit the user's record and enter a position and responsibility for the user.

To display partner employees who are Siebel PRM users  

1. Navigate to the Administration - Partner screen, then the Registered Partners view.

2. Drill down on the name for the partner company whose employees you want to see.

3. Click the User Assignments view tab.

   The User Assignments view appears. The information in the following table is entered for the person who applied to be a partner and for any other partner employees who have been added.

   Field	Description
   Name fields	The first and last name and title (such as Mr. or Ms.).
   Job Title	The user's job title.
   Positions	The user's position or positions.
   Responsibilities	The user's responsibility.
   User ID and Password	The login name and password with which the user logs into the Siebel PRM Portal. Password is only accessible if LDAP has been set up.
   Time Zone	The user's time zone.

   
   

Contacting the New Delegated Administrator

This task is a step in "Process of Enrolling a New Partner Company".

Contact the delegated administrator at the new partner company to provide more details about next steps.

Tell the delegated administrator to use the Siebel PRM Portal to add new users, including new delegated administrators, and to add user assignments for the employees at the company who use the Siebel PRM Portal.

You can contact the new delegated administrator personally, or you can set up Siebel Business Process Designer to send the administrator email automatically when the company is added as a partner.

The sample data included with Siebel PRM includes a sample of this email and a sample of a workflow that sends it automatically after the new partner company is added. You can use these samples as the basis of your email and workflow.

The name of the workflow is Send Prospect Partner Application Status eMail (Siebel PRM). For more information about Siebel Business Process Designer, see Siebel Business Process Framework: Workflow Guide.

Adding Locations for the Partner Locator

This task is a step in "Process of Enrolling a New Partner Company".

If you want partners to be visible to other partners in the Partner Locator, add their locations and publish them to the Partner Locator. Alternatively, partners can add their own locations through the Siebel PRM Portal, and you can publish them.

The Partner Locator allows customers, partners, and brand owner employees to find partners who are near to their location and who have special expertise. For example, if customers want a specific service, they can go to your Web site and use the Partner Locator to find a list of partners near them who have expertise in that service. If one partner company wants to find other partners to work with it on an opportunity, it can find other partners with the expertise it needs.

The Partner Locator allows users to search for partner name, partner type, partner expertise, and satisfaction index. It also allows users to enter their own location and choose the distance from their location that they want to search. For example, they can search for partners within 50 miles of their location.

Because one partner company can have many locations, you or the partner company must enter all the locations that appear in the Partner Locator.

Partners can add locations under their Company Profile, available through the Profile link on the PRM Portal.

You must also select the Publish check box for a partner to publish all of that partner's locations to the Partner Locator. You can deselect this check box to remove all the partner's locations from the Partner Locator. For example, you might want to remove a partner if you charge partners a fee to be listed in the Partner Locator and one partner company does not pay.

If this check box is not selected, the partner company is still visible to the brand owner in the Partner Locator of the Siebel PRM Manager, but it is not visible to other partner companies in the Partner Locator of the Siebel PRM Portal.

Note: When you publish a partner to the partner locator, you can only select an existing address. If you want to add a new address for the partner in the partner locator, you must add the new address in the Partners form in the Partners screen above the location list before you add the location.

To publish a partner to the Partner Locator and add locations  

1. Navigate to the Partners screen, then the Partner List view.

2. In the Partners list, drill down on the name of the partner that you want to publish to the Partner Locator.

3. Click the More Info view tab.

4. In the More Info form, select the Publish check box.

5. Click the Locations view tab.

6. If the address of this location has not been entered, click the Multiple Select button of the address field in the Partners form above the Locations list, and use the dialog box to add the address.

7. In the Locations list, add a record for each of the partner's locations and enter the information in the following table.

   Field	Description
   Location Name	Enter a business name for this location.
   Address	Click the Multiple Select button and select the address of this location.
   City	Entered when you select the address.
   Zip Code	Entered when you select the address.
   State	Entered when you select the address.
   Country	Entered when you select the address.
   Longitude	Calculated and entered by the Siebel CRM system when the record is saved.
   Latitude	Calculated and entered by the Siebel CRM system when the record is saved.
   Business Hours	Enter the business hours for this location.

   
   

Completing the Partner Profile

This task is a step in "Process of Enrolling a New Partner Company".

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 the 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 Siebel 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  

1. Navigate to the Partners screen, then the Partner List view, drill down on the name of the new partner company, and then click the Profile view tab.

2. In the link bar, click the Partnership Application link.

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

3. If necessary, click the show more button.

4. Note the existing partners and competitors entered by your partner.

5. In the Profile form's link bar, click Partner Profile.

   The Partner Profile appears.

6. On 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 might want to add an account to your account list for this company.

7. 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 might want to add an account to your account list for this company.

Entering the Partnership Profile

Siebel PRM includes two types of profiles:

• Partner profile. This profile describes the partner company.

• Partnership profile. This profile describes how your company works with the partner company.

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

After you register a partner, you can enter the partnership profile. For more information about the partnership profile, see Chapter 18, "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  

1. Navigate to the Partners screen, then the Partner List view.

2. In the Partners list, select the record for the new partner company.

3. In the Partner form, click the Multiple Select button of the Sales Team field.

   The Sales Team Members dialog box appears.

   
   

   Note: The Sales Team field links to a sales team multi-value group applet (not to an account team multi-value group applet).

   
   

4. 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.

Other Ways of Adding Partner Records

Because it is most common for partners to apply through your Web site, only this method of adding partners was described as the initial tasks of "Process of Enrolling a New Partner Company".

However, you can add a partner record in three ways:

• Qualify and register a partner company. If a company applied to be a partner through your Siebel PRM Web site, it has entered the information you need for the partner record. To add a partner record, click Qualify and then in the Partner List, click Register. This was described earlier.

• Enter a partner company manually. If a company became a partner without applying through your Siebel PRM Web site, you can enter it in the Partners list manually. When you first set up Siebel PRM, you enter records for your existing partners manually.

• Convert a customer account to a partner. If one of your customers also becomes a partner, you can add it to the Partners list by converting its Account record to a Partner record.

The following topic describes the other two other methods of adding a partner record, which are less common but also are useful.

After adding a new partner in either of these two ways, you must go through the rest of the process of enrolling a new partner, as described previously. The process using the three methods of adding a new partner is shown in Figure 5-1.

Figure 5-1 Process for Adding a New Partner

Adding a New Partner Record Manually

If a company did not apply to be a partner at your Web site, add the new partner record manually. You can enter a partner manually in two ways:

• Add a qualified partner manually. If you have already qualified the partner company, you can enter it manually as a Qualified partner.

• Add a prospective partner manually and promote it. If you have not already qualified the partner company, you can enter it manually as a prospective partner. After it is qualified, you can promote it.

Adding a Qualified Partner Manually

If the partner has been qualified, enter the qualified partner record manually. Then, register the partner and enter the partner profile.

To add a qualified partner manually  

1. Navigate to the Administration - Partner screen, then the Qualified Partners view.

2. In the Partners list, add a new record.

3. Fill in the blank record and the More Info view about the new partner with the information in the following table.

   Field	Description
   Name	Enter the name of the partner company.
   Site	Enter a description of the physical location of the partner, such as "Headquarters" or "San Francisco."
   Address, and so on	Enter the partner company's street address, city, state, ZIP code, and country.
   Main Phone #	Enter the partner company's main phone number.
   Main Fax #	Enter the partner company's main fax number.
   Email	Enter the partner company's main email address.
   URL	Enter the address of the partner's Web site.
   Currency	Enter the currency the partner uses.
   Partner Type	Optionally, click the Single Select button and use the dialog box to choose the type of partner you are adding. For example, aggregator, reseller, or service provider.
   Partner Tier	Enter the partner tier. Companies might use tiers such as gold, silver, and bronze, or strategic, premier, and alliance.
   Industries	Optionally, click the Multiple Select button, and in the dialog box, choose the industries to which this partner sells.
   Territories	Optionally, click the Single Select button, and in the dialog box, choose the territories to which this partner sells.
   Ranking	Optionally, enter information about how this partner is ranked against other partners in your partner program, which can help you keep track of your top performing partners.
   Stage	Use the picklist to choose the stage of the partner's application. Options are Active, Application Pending, Candidate, and Contract Pending.
   Publish	Determines whether this partner is published in the Partner Locator module. If this flag is checked, then when users search for partners in Partner Locator, this partner is included in the possible result set.
   Organization	Use this field to enter the partner's organization.
   Sales Team	Select the sales team for the partner company. These are your employees who see this partner company's record in the My Partners view. The Sales Team field links to a sales team multi-value group applet (not to an account team multi-value group applet).
   Price List	Select one or more price lists that this partner company uses.
   Alias	Optionally, enter aliases for this partner company, names that the partner company might use in addition to its company name.
   Currency	Select one or more currencies that this partner company uses.
   Account Type	Select Partner as the account type.
   Status	Select the account status: Active, Contract Pending, Marked for Deletion, or Inactive. You must select Active when adding a new record to be able to work with the partner.
   Parent Account	Optionally, enter the parent company of the partner company.
   Parent Account Site	Optionally, enter the site of parent company.

   
   

4. Click Register, and complete the process of adding the partner company, as described earlier in this chapter in "About Enrolling New Partner Companies".

Adding a Prospective Partner Manually

If the partner has not yet been qualified, manually enter both the Prospective Partner record and partner profile. At some later time after the partner has been approved, click Qualify to move it to the Approved Partner list, and then complete the registration.

Before you add Prospective Partner records manually, you must make sure that the partner managers at your company who add Prospective Partner records have the value Self-Registered Partner Agent in their New Responsibility field. When these managers create new users, the new users inherit the responsibility in their New Responsibility field. When the prospective partners inherit the responsibility Self-Registered Partner Agent, the partners are able to log in to the Siebel PRM Portal as self-registered users in the interim, until they are qualified.

To enter the partner manager's new responsibility  

1. Navigate to the Administration - User screen.

2. Use a query to find the employee whose new responsibility you want to enter.

3. In the More Info view, click the More/Less button to expand the More Info form.

4. In the New Responsibility field, choose Self-Registered Partner Agent.

Use the following procedure to add a prospective partner manually.

To add a prospective partner manually  

1. Navigate to the Administration - Partner screen, then the Prospective Partners view.

2. In the Prospective Partners list, add a new record.

3. Fill in the blank record and the More Info view with the information about the new partner.

4. Click the Profile view tab and enter the partner profile.

5. At some later time after the partner has been qualified, click Qualified to move it to the Qualified list and complete the registration process as described earlier in this chapter in "About Enrolling New Partner Companies".

Converting a Customer Account to a Partner

You might find that one of your customers wants to become a partner. You can convert the customer's Account record to a Partner record.

To convert a customer account to a partner  

1. Navigate to the Accounts screen.

2. In the Accounts list, select the customer account that you want to convert to a partner.

3. In the More Info view, select Partner from the Account Type list.

4. Click the Partner check box to select it.

   The account is converted to a partner and appears in the Partners screen, Approved Partners view, as well as in the Accounts screen.

5. Navigate to the Administration - Partner screen, then the Approved Partners view.

6. Click the Register button to complete the process of adding the partner company, as described in "About Enrolling New Partner Companies".