Add Existing Account Contacts as Partner Contacts

Channel account managers can add existing account contacts as partner contacts. To do this, the partner must be a dual usage partner, where the same party exists as both a customer account as well as a partner.

Add Accounts Contacts as Partner Contacts

Review the topic, Create New Partner Accounts, to learn how to create a dual usage partner. Once you have a dual usage partner, you can add an existing account contact as a partner contact:

  1. Sign in with your channel account manager credentials.

  2. Click Partners, and from your list of partners, search for and select the partner.

  3. Click the partner's Partner Contacts tab.

  4. Click Add Contacts.

    Note: The Add Contacts button displays only if the partner is also an account that you sell to (a dual usage partner).
  5. On the Add Contacts page, search for and select the contact you want to add as a partner contact.

  6. Click OK, and click Save and Close.