Adding and associating company records

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Create a company record and associate it to an internal business location and channel partner.

    표 1. Tasks for adding and associating company records
    Task Description
    Add a new company Create a company record that represents vendors, manufacturers, or customers with whom you do business.
    Associate company records with a business location Associate company records with a business location to indicate that a business location is a company.
    Create Channel Partner record Create and track channel partner records on the partner workspace to manage and store all information related to the channel partners