Create a channel partner

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a channel partner to streamline and help manage the sales process of a product or a service for an enterprise.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Partner Relationship Management > Channel Partners.
    2. Select New.
    3. On the Channel partner form, fill in the fields.
      For a description of the field values, see Channel partner form.
    4. Select Save.