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

Create Partner Programs on the CSM Configurable Workspace

Enable channel partners to participate in structured initiatives designed to drive revenue, enhance market reach, and build customer relationships by creating partner programs on the workspace.

Before you begin

Role required: sn_prm.enterprise_partner_admin

Procedure

  1. Navigate to the CSM/FSM Configurable Workspace and select the list
Image omitted: lists\_icon-proactive.png
view.
  1. Select Partner Program from the Partner Relationship Management module.

  2. Open a partner program from the list and select New.

  3. On the form, fill in the fields.

    To learn more about the fields on the Partner Program form, see Partner program table fields.

  4. Select Save.

Parent Topic:Partner Relationship Management in CSM Configurable Workspace

Related topics

Partner Relationship Management

Using Partner Relationship Management