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 participation.

Each partner organization is represented as a Partner Account. Under every Partner Account, you add one or more Partner Contacts who act as the primary points of interaction between your organization and the partner.

This structure mirrors familiar account and contact relationships, making adoption easier while forming the foundation for managing partner deals, programs, and commissions in a scalable way.

 Before you begin

Zoho PRM is designed for organizations that already have an identified and qualified list of partners. Before getting started, ensure that your partner organizations and their key users are finalized.   

 Once identified, partners can be added directly to Zoho PRM as Partner Accounts and Partner Contacts. This allows you to set up your partner network quickly and start managing partner relationships without delay. 

How to create Partner Contacts

Prerequisite: Make sure you have switched to Zoho PRM from the App menu.

1. Navigate to the Partner Contacts module.

2. Click Create Partner Contact to create one contact at a time for users from that partner organization.

3. Fill in the required details, choose the Partner Account the contact is associated with, and click Save.
   
   
   
   Check the standard Partner contacts fields here.
   

After creating Partner Contacts, you can enroll them into partner programs and enable them to participate in deal registration.