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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create channel partner

Create a channel partner to streamline and help manage the sales process of a product or a service for an enterprise.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Workspaces > CSM/FSM Configurable Workspace.

  2. Select the List icon.

  3. Navigate to Partner Relationship Management > Channel Partners.

  4. Select New.

  5. On the Channel partner form, fill in the fields.

    For a description of the field values, see Channel partner form.

  6. Select Save.

Related topics

Create Channel Partner record