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 | Format/Options |
Partner Account Name | Legal business name of the partner organization | Text |
Partner Status | Current stage in the partner onboarding process | Not Contacted, Contacted, Engaged, Under Evaluation, Contract Negotiation, Qualified, Not Qualified |
Website | Partner's company website URL | Text |
Partner Account Owner (Partner Relationship Manager) | Internal team member managing this partnership | User lookup |
Email | Organization or Primary partner contact email | Valid email format |
Phone | Organization or Primary partner contact phone | Number |
Exclusive Partner | Indicates if this is an exclusive partnership | Checkbox |
Primary Partner Contact | Main point of contact at partner organization | Partner contact lookup |
Address Information
Field Name | Description | Format/Options |
Street | Street address of partner's main office | Alphanumeric |
City | City location | Alphanumeric |
State/Province | State or Province | Alphanumeric |
Zip Code | Postal/ZIP code | Alphanumeric |
Country | Country location | Alphanumeric |
Other Information
Field Name | Description | Format/Options |
Description | Additional notes or details about the Partner Account | Text area |