Partners are your business partners that you work with on the current Account. You can select companies; contacts; or individuals as partners.
To complete this procedure; you must have Modify permission for Contact List entries and full access to the current entry.
Use the Partner value in the Category field to classify your Contact List entries as business partners.
- Click on the Contact List entry to make it the current entry.
- In the following pane; select the Details tab; and click Edit.
- If necessary; from the Key Fields for drop-down list; select a Key Fields list that contains the Category field.
- From the Category drop-down list; select Partner.
- Click Save.