Assigning Partners to Employees, Customers, Leads, or Items

Access the appropriate form for employees, customer, leads, or items:

• Employee - Manage {Employee Name}, Customer and Partner tab.

• Customer - Manage {Customer Name}, Contact and Partner tab.

• Lead - Manage {Lead Name}, Contact and Partner tab.

• Item - Manage {Item Name}, (Partner tab).

1. Click the Partner Number link.

2. Click Assign Partners.

3. On the Link Partners form, find and select the partner that you want to assign.

To remove a partner assignment, select the partners to remove and click Remove on the Employee, Customer, Lead, or Item Inquiry form.