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 who represent the organization and work with your business.

 Before you begin

 Before creating Partner Accounts, make sure you have the details of the partner organizations you want to add to Zoho PRM.

Create a Partner Account

Prerequisite: Switch to Zoho PRM from App Space.

1. Go to Partner Accounts module.

2. Click Create Partner account.

3. Enter the required details.

4. Fill in all the required details and Save.
   
   
   

The Partner Account is created. You can now add Partner Contacts to the account.

See [Standard Fields in Partner Accounts]

Customize Partner Account fields

If you need to capture additional information for partner organizations, you can customize the Partner Accounts layout.

To add one or more fields to the layout:

1. Click Edit Page Layout.

2. Drag and drop fields.

3. Mark fields as required if needed.
   
   

Next step: Add Partner Contacts