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.
To manage options for main goals and training priorities:
- Go to Partner Center > Administration > Customize.
- Click on the Sales section to expand the options.
- In the Business Priorities section, click Edit Main Goals and Training Priorities.
- To create a Main Goal:
- Click Add new.
- Enter a title and description for the goal.
- Click Create.
- To create a Training Priority:
- Click on the Training Priorities tab.
- Click Add new.
- Enter a title.
- Click Create.
Salespeople can also create options in Sales & Success Center > Account. Any options created in the Sales & Success Center will appear in the list of options in the Partner Center. - To edit or delete an option, hover over the option, then click Edit or Delete.
Walkthrough Video