Adding Partners for ESP Analysis

The Partners view helps you to analyze and execute key partnership strategies while identifying and using partnership capabilities across the enterprise. This view also helps you develop initiatives used to engage key partners.

This task is a step in Process of Managing Enterprise Selling Process.

To add a partner

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the Name field of an account record.

3. Navigate to the Enterprise Selling Process view, then the BU/SU Overview view.

4. Drill down on the Business/Service Unit field of the unit record to which to add partners.

   The name of the unit appears in the Account form at the start of the screen. The Account Type must be ESP BSU to add partners to the unit.

   The Offerings list appears after the Account form.

5. Navigate to the Partners view.

6. In the Partners view, create a new record, and complete the necessary fields.

   Note: Partners are stored as Accounts in the Siebel database. The Partner flag is checked in the Add Accounts dialog box.