Channel Partner components on workspace

  • Release version: Zurich
  • Updated June 16, 2026
  • 1 minute to read

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

    Table 1. Channel partner tabs and components on the workspace
    UI component Description
    Partner Overview Information 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.
    Details Details associated with the channel partner.

    To learn more information about the details, see Create Channel Partner record.
    Members Members associated with the channel partner.
    Cases Cases associated with the channel partner.
    Partnerships Partnerships between the channel partner and partner program.
    Child Channel Partners Channel partners that have the current channel partner as their parent.
    Install Base Items Install base items associated with the channel partner.
    Deal registrations Deal registrations associated with the channel partner.
    Opportunities Opportunities associated with the channel partner.
    Quotes Quotes associated with the channel partner.
    Register Partner Staff Register staff to an enterprise.

    To learn more about registering partner staff, see Register Partner Staff on workspace.