The Partner Types functionality is a picklist field on the Partner record that allows you to categorize and flag your Partners for reporting purposes and Agreement assignments.
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