Partner Creation, Visibility, and Attribute

Modified on Fri, 29 Mar 2024 at 05:07 PM

Q1: Unable to create a Partner. Error: External ID already exists?

 A: Check if the Partner already exists with the same external ID in the Active/Archived Partner list.

 

Q2: How can I add Partners in bulk?

 A: Download the template, modify the data, and upload it again for new data or changes.

 

Q3: Why is the Partner not visible on the Sales Team App?

 A: Check on the portal if the Partner is created. Verify if the state is mentioned for the Partner.

 

Q4: Partner uploaded in bulk is not showing?

 A: Check the uploaded file for the "Is available" column to see if it's blank or filled.

 

Q5: How do I delete a custom attribute?

 A: Under Partner attributes, use the cross mark to delete. Create a new attribute by clicking on “Create new attribute.

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