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:

  1. To create Partner Types, go to Settings > Partners> Partner Types.
  2. Click the New Partner Type button.
  3. Enter the name.
  4. Click Save.
  5. Continue with this process until you have added all of the partner types needed for your program.

New Partner Type Screen