About the Partner Role Types Form

This service stores the list of possible role types that can be assigned to a partner on an Opportunities record.

Attachments Tab

The Attachments tab lists any files relevant to the Partner Role Types record.

General Tab

Name (Required)

The name of the partner role type.

Description

A description of the role type.

Related Topics

Using Sales Force Automation

How to Use Sales Force Automation

Managing Opportunities

Managing Referral Requests

Understanding Sales Force Automation