In Zoho PRM, Partner Accounts represent the organisations you work with as partners. They hold company-level information and are the foundation for managing your partner relationships. Each Partner Account can have one or more Partner Contacts, the people who represent that organisation and work with your business.

Creating a Partner Account

First switch to Zoho PRM from App Space, then:

1. Go to the Partner Accounts module.
2. Click Create Partner Account.
3. Fill in the required details and save.

Once the account exists, you can add Partner Contacts to it. If you have many partners, you can import account records instead of creating them one by one.

Customising Partner Account Fields

To capture more information about partner organisations, customise the Partner Accounts layout:

1. Click Edit Page Layout.
2. Drag and drop the fields you want to add.
3. Mark fields as required if needed.