Understanding Partners
You use the Address Book program (P01012) to enter partner information. A CRM-related version of this program exists on the CRM Foundation Daily Processing menu (G90C01), which enables you to easily access partner information while performing CRM-related tasks. After you create partner records, you can associate those partners with customers, employees, items, sales leads, cases, opportunities, or activities. Tracking partner information enables you to:
View partners who are currently, or were previously associated with customers, employees, items, sales leads, cases, opportunities, or activities.
View and assign partner contacts to cases, opportunities, or activities.
Create and maintain partner detail information, including addresses, phones, contacts, notes and attachments.