Manage options for Business Priorities

Partner Center Admins can add, edit, and delete options for main goals and training priorities. Salespeople can then assign these priorities to accounts in Sales & Success Center.

To manage options for main goals and training priorities:

1. Go to Partner Center > Administration > Customize.
2. Click on the Sales section to expand the options.
3. In the Business Priorities section, click Edit Main Goals and Training Priorities.

   

   

4. To create a Main Goal:
   1. Click Add new.
   2. Enter a title and description for the goal.
   3. Click Create.
5. To create a Training Priority:
   1. Click on the Training Priorities tab.

      

   2. Click Add new.
   3. Enter a title.
   4. Click Create.
   Salespeople can also create options in Sales & Success Center > Manage Accounts > Account. Any options created in Sales & Success Center will appear in the list of options in Partner Center.
6. To edit or delete an option, hover over the option, then click Edit or Delete.

   

Manage Options