1. Customer Relationship Management Fundamentals Implementation Guide
  2. Understanding Partners

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.