Add Partner Types

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Partner Types are used to classify your partners for your organization.  You can create these categories based on your organization needs to classify and track your partners.  You can add Partner types in two ways.  The first is by using Classification codes.  For classification code help please refer to KB Article - Classification Codes, Working with Partner Types.  The second way is by creating them within the Sales and Marketing module.  To add a new Partner Type use the Argenta main menu on the left hand side and select Sales and Marketing > Partner Types.
 
 
 
 
 
This will open the Partner Types screen where all your types will be listed.  From here select "Add New."
 
 
 
 
This will open the Add A New Partner Type window.
 
 
 
 
From here you will type a name for your new type into the Partner Type field.  Then click the "Add This Classification Code" to add the new type and be returned to your complete partner type listing.