The Partner Types picklist field on the Partner record allows you to categorize and flag the different types of Partners in your channel program. The field can be used for reporting purposes, Smart Groups/Permissions, and Agreement Template assignments. Learn more about different types of channel partners and when to use them here.
Partner Details Edit Screen
Creating Partner Types:
- To create Partner Types, go to Settings > Partners> Partner Types.
- Click the New Partner Type button.
- Enter the name.
- Click Save.
- Continue with this process until you have added all of the partner types needed for your program.
New Partner Type Screen