Standard Fields in Partner Contacts

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 belongs to

Lookup to Partner Account

First Name

Partner contact's first name

Text

Last Name
(Required field)

Partner contact's last name

Text

Partner Contact Name
(Required field)

Full name of the contact

Text

Email
(Required field)

Partner contact's email address

Valid email format

Phone

Partner contact phone number

Number

Title/Role in Partner company

Partner contact's job title or role

Text

Partner Contact Owner

Internal team member managing this contact

User lookup

Primary Partner Contact

Indicates if this is the main contact (set from Partner Account page only)

Checkbox (read-only)