Understanding Partner Management

After you enter partners into the system, you can track and maintain information about those partners. You can associate a partner with a customer, employee, item, lead, opportunity, case, or activity. You can also remove a partner that was previously assigned. For cases, opportunities, and activities, you are limited to one partner and one contact. For employees, customers, leads and items, you can assign multiple partners and contacts.

For employees, customers, leads, and items, you create or remove partner associations on the same forms that you use to view partners who are currently assigned to the employee, customer, sales lead, or item. On these forms, click the Assign Partners and Remove buttons to assign or remove a partner for the currently selected employee, customer, sales lead, or item.

For cases, opportunities, and activities, you create the association using the visual assist for the Partner fields on the Case Management, Opportunity, and Activity forms.