Creating Third Party Representatives
Use this procedure to create a new third party representative.
Note:
Before adding the third party representative, they must be added as a Person without an account in the system. For more information about this process, see How To Add A New Customer From Control Central.
1. Select Menu > Sales & Marketing > Third Party Representative > Add.
2. Enter the appropriate information for the representative:
◦ Specify the Third Party Representative name and description.
◦ Search for and select the Person record for the third party representative.
◦ Select the External System that will be used to communicate to the third party representative.
3. Click Save.
Parent topic 
How To Perform Common Third Party Representative Functions