How do I add partner organizations?
Follow these steps to add partner contacts:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Click Partner Organizations.
- Click +Add Record.
- Enter information such as the partner organization’s name, type, etc.
- Set the Partner Status as Active.
- Link the contact you created in the previous section to the organization using the Primary Contact field.
- You can also create new contacts by clicking the + icon.
- Click Save.
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