Partner Details

This page contains all the information that you have added while creating the Partner. The information is view able through the General and Tags tabs.

• The partner can be added to your favorites by clicking on option.
• The partner can be followed by clicking on option.
• You can edit the partner detail by clicking on the link.
• You can collaborate with the partner through GoToMeeting .
• Information such as Name, Partner Type, Partner Portal, Relationship, Phone and Email etc can be viewed through the General tab.
• The option will take you to the previous page.
• You can add accounts, deals, events, tasks, leads, contacts, documents and notification to the partner from here. The added details will appear in the sub-panel section.
• You can perform different actions on the partner from the drop down menu.