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Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Channel Partner components on workspace

View the various components on the channel partner form to get a consolidated overview of all the entities associated with the channel partner.

UI componentDescription
Partner OverviewInformation associated with the channel partner. You can view the following information in the Overview tab of the record.- Point of contact - Designated point of contact for the channel partner. - Staff - Staff member associated with the channel partner. - Products installed - List of products that are installed at the channel partner location.
DetailsDetails associated with the channel partner.To learn more information about the details, see Create Channel Partner record.
MembersMembers associated with the channel partner.
CasesCases associated with the channel partner.
PartnershipsPartnerships between the channel partner and partner program.
Child Channel PartnersChannel partners that have the current channel partner as their parent.
Install Base ItemsInstall base items associated with the channel partner.
Deal registrationsDeal registrations associated with the channel partner.
OpportunitiesOpportunities associated with the channel partner.
QuotesQuotes associated with the channel partner.
Register Partner StaffRegister staff to an enterprise. To learn more about registering partner staff, see Register Partner Staff on workspace.

Parent Topic:Partner Relationship Management reference