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.

   

   

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 the Sales & Success Center > Account. 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.

   

Manage Options

Walkthrough Video