1. Partner Relationship Management Administration Guide
  2. Entering Partner Contacts

Entering Partner Contacts

The Contacts list keeps track of your business contacts at the partner company.

Partner employees must be in the Contacts list to be included in partner organization charts. You can also add contacts when you are creating an organization chart; these new contacts are added to the Contacts list. For more information on contacts, see Siebel Applications Administration Guide.

Note: Adding a contact in the Partner Contacts view does not give that contact access to the Siebel PRM Portal. If you want partner contacts to have access to Siebel PRM, you must also add them in the User Assignments list of the Administration - Partner screen, or they must be added by the delegated administrator at their own company. For more information, see Working with Partner Programs.

To enter partner company contacts

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

  2. In the Partners list, drill down on the name of the partner company where the contact is an employee.

  3. Navigate to the Contacts view.

  4. In the Partner Contacts list, add a new record.

  5. Enter information about the contact.