Create and track channel partner records on the partner workspace to manage and store all information related to the channel partners.
Before you begin
Role required: sn_prm.enterprise_partner_admin
Procedure
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Navigate to the CSM/FSM Configurable Workspace and select the list
view.
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Select Channel Partners from the Partner Relationship Management.
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Select New.
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On the form, fill in the fields.
To learn more about the fields in the channel partner details section, see
Channel partner table fields.
Table 1. Business Profile section
| Field |
Description |
| Revenue per year |
Revenue per year for the channel partner entity. |
| Number of employees |
Number of employees in the channel partner entity. |
| Supported Industries |
Industries that the channel partner supports. |
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In the Channel Partner Company Info section of the form, fill in the contact details including the Website, Email, and Phone of
the channel partner.
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In the Company Address section of the form, fill in the address of the physical location of the channel partner, such as Street, State, and
more.
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Select Save.