1. Oracle CRM On Demand for Partner Relationship Management Configuration Guide
  2. Creating Partner Accounts (Channel Managers)

Creating Partner Accounts (Channel Managers)

This task is a step in Example Process of Creating Partner Accounts.

Complete the steps in the following procedure to create a partner account.

To create a partner account

  1. Navigate to the Partners tab, and create a new partner account.

  2. Set the status of the partner account to Active.

  3. Save the partner account.

    For more information about creating partner accounts, see Oracle CRM On Demand Online Help.

    Note: Fields can be added to or removed from the Partner Detail page. If there are fields that you want to add to the Partner Detail page, then contact your PRM administrator to add the fields.

What Happens When a Partner Is Created and the Partner Organization Status Is Set to Active?

When a PRM partner is created, the partner organization status set to Active, and the record is saved, a partner book is automatically created. As users are added as members of this PRM partner organization, the following actions occur:

  • The users are automatically added to the book that was created.

  • A partner record is placed in this book when a partner relationship is defined for the partner and Partner Access or Reciprocal Access is selected.

You can access this book in the book related item for the partner.