Add-a-partner-to-an-Account

To complete this procedure; you must have Modify permission for accounts.

You can add any Contact List entry as a partner in an Account. You can also add a note about the partner. While searching for the entry; you can restrict the search to only Contact List entries that are set as partners.

1. Click on the Account to make it the current entry.

1. In the following pane; select the Details tab; and click Edit.

1. Next to Partners; click Assign partner.

• The Select Partner dialog box opens.

1. Search for the partner by last name or company name.

1. Select the entry and click OK.

1. Optionally; in the Comment box; enter a comment for the partner.

1. Click Save.