Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Managing Partner Relationships >

About Partner Account and Profiling Management


A partner account in partner relationship management is an account with the account type set to Partner, the Account Partner check box selected, and the Managed Partner flag set to Y. Partner accounts are records that track information about partners that have or will have users in Oracle CRM On Demand for Partner Relationship Management.

It is recommended that two separate records are created if the brand owner company works with another company both as a PRM partner and as an account to which the brand owner sells.

Working with partner records, you can define the business and the partnership profile information as well as the partnership information for the brand owner and the partner. Examples of partner profile information are company name, address, phone numbers, fax number, Web site, annual revenue, number of employees, market, industry, and a description of the business.

You can work with partner accounts through the Accounts tab or through the Partners tab, but some actions are possible in only one of the tabs. For more information about partner accounts, see Guidelines for Working with Partner Accounts.

Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 34 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.