Partner Details

This page contains all the information that you have added while creating the Partner. The information is viewable through the General tabs.

• Bookmark: Click on this option to bookmark the partner
• Follow: Click on   this option to follow the partner.
• General: Information such as Name, Partner Type, Partner Portal, Relationship, Phone and Email etc can be viewed through the General tab.
• Add Related Information: You can add accounts, deals, events, tasks, leads, contacts, documents and notifications to the partner from here . The added details will appear in the sub-panel section.
• Action: You can perform different actions on the partner from the drop down menu.