Partner Management
Standard Fields in Partner Contacts
This guide covers all standard fields in partner contacts. Required fields must be completed before saving. Partner Contact Information Field Name Description Format/Options Partner Account Name (Required field) The partner organization this contact ...
Partner Contacts
Partner Contacts represent individual users within each partner organization who interact with your business through Zoho PRM. These users access the Partner Portal and take part in partner-related activities such as deal registration and program ...
Standard Fields in Partner Accounts
This guide covers all standard fields in partner accounts. Required fields are marked and must be completed before saving. Use this as a reference when creating or updating partner records. Partner Account Information Field Name Description ...
Partner Accounts
In Zoho PRM, Partner Accounts represent the organizations you work with as partners. They store company-level information and serve as the foundation for managing your partner relationships. Each Partner Account can have one or more Partner Contacts ...