Now let's create a 'Self-Generated' Partner Company so you can attribute Leads or Customers to your company as opposed to an 'Outside' Partner Company.
To set up a 'Self-Generated' Partner Company:
REMINDER: All BOLD fields are required in order to save.
- Click on the Administration tab
- Click Partner Companies under the Content Management section
- Click Add Partner Company
- Type 'Self-Generated' for the Company Name and fill in the remaining fields in the top section. The Contact Person would most likely be your Sales Manager, but it could be anyone in your company.
- Check the 'Sells Leads' checkbox in the Leads section AND / OR the 'Sells Customers' checkbox in the Customers section.
If checking the 'Sells Customers' checkbox you'll also need to select the Default Office Location for Incoming Customers.