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How do I add partner organizations?

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Follow these steps to add partner contacts:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Click Partner Organizations.
  5. Click +Add Record.
  6. Enter information such as the partner organization’s name, type, etc.
  7. Set the Partner Status as Active.
  8. 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.
  9. Click Save.
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