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 Sales & Success Center accounts.

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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.

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  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.

      Manage_options_for_business_priorities_3.png

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

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