Create channel partner

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • 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.