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.