Create a Service Request for a Partner

When channel managers create a service request on behalf of their partners, the partner in context automatically becomes the partner on the service request.

The channel manager can then select the primary contact for the service request from a list of contacts for the partner company.

Channel managers can use these steps to create a service request for their partner.

1. Sign in with your channel manager credentials.

2. From the Partner Management work area on your home page, click Partners.

3. From the list of partners on the Partners page, search for and select the partner you want to create a service request for.

4. On the Edit Partner page, click the Service Request subtab.

5. On the Service Request page, click Create Service Request.

6. Provide information for the fields shown in the following table, including Title, Account, Partner Account, Primary Contact, Severity, Critical, Category, Product, and Description.

   Field Name	User Action
   Title	Type a descriptive title for your service request.
   Account	Provide the name of the customer you're creating a service request for.
   Partner Account	Sales administrators can use Application composer to add a Partner Account field. This field shows the name of your partner company.
   Primary Contact	The default value is the primary contact for the partner company, however you can select another contact from the partner company.
   Severity	Select a severity for the service request, such as Low, Medium, or High. The default value is Low.
   Critical	Click this check box if the service request you're creating is urgent.
   Category	Select the appropriate category for the service request.
   Product	If the service request pertains to a particular product, you can select it from this list.
   Description	Type a description for the service request.

7. Click Save and Close.