Assigning Partners to Cases, Opportunities, or Activities

Access the appropriate form for cases, opportunities, or activities:

• Case - Manage {Case Name}, Additional Information tab.

• Opportunity - Manage {Opportunity Name}.

• Activity - Edit {Activity Name}.

1. Click the visual assist for the Partner field to display the Partner Search and Select form.

2. Find and select the partner to assign to the case, opportunity, or activity.

3. Click Close to exit the Partner Search and Select form.

4. To remove a partner who is assigned to a case, opportunity, or activity, clear the entry in the Partner field on the Case Entry, Opportunity, or Activity form.