Reviewing Partners

You can review and update the partners associated with an account or unit. You can view the partners for a particular account or unit, or you can view partners for all units.

This task is a step in Process of Analyzing the A Accounts and Process of Analyzing B, C, and D Accounts.

To review partners for selected units

1. Navigate to the Accounts screen, then the Portfolio Management Process view.

2. Drill down on the Portfolio Name field of the portfolio plan record.

3. Navigate to the appropriate account planning view, then the Partners view.

   The current partners for the selected units appear.

4. To add a partner, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Partner	Select a partner. Only accounts that have the Partner field selected are available for selection.
   Partner Type	Select the partner type.
   Relationship with Partner	Select the value that best describes your relationship with the partner.
   Partner Relationship with Account	Select the value that best describes the relationship of the partner to the customer.
   Partner Alignment with Competitors	Select the value that best describes the relationship of the partner with your competitors.
   Competitors	Select your competitors for the customer account.
   Relationship Owner	Displays the owner of the customer account.