Set an Address Book Entry as a Partner

Updated 3 years ago by Celina Kwan

Partners are your business partners that you work with on the current Opportunity. You can select companies, contacts, or individuals as partners.

To complete this procedure, you must have Modify permission for Address Book entries and full access to the current entry.

Use the Partner value in the Category field to classify your Address Book entries as business partners.

  1. Click on the Address Book entry to make it the current entry.
  1. In the following pane, select the Details tab, and click Edit.
  1. If necessary, from the Key Fields for drop-down list, select a Key Fields list that contains the Category field.
  • By default, the Category field is included in the <Default Key Fields> list.
  1. From the Category drop-down list, select Partner.

  1. Click Save.

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