This is a reference for the standard fields on a Partner Account in Zoho PRM. Required fields must be completed before you can save. Use it when creating or updating partner records, or when deciding what extra fields to add to the layout.
| Field | What it holds | Format or options |
|---|---|---|
| Partner Account Name (required) | The legal business name of the partner organisation | Text |
| Partner Status (required) | The current stage in partner onboarding | Not Contacted, Contacted, Engaged, Under Evaluation, Contract Negotiation, Qualified, Not Qualified |
| Website | The partner's company website | Text |
| Partner Account Owner | The internal team member managing the partnership (the partner relationship manager) | User lookup |
| Email (required) | The organisation's or primary partner contact's email | Valid email format |
| Phone | The organisation's or primary partner contact's phone number | Number |
| Exclusive Partner | Whether the partnership is exclusive | Checkbox |
| Primary Partner Contact | The main point of contact at the partner organisation | Partner contact lookup |
The partner's main office address, held in five alphanumeric fields: Street, City, State/Province, Zip Code, and Country.
Description is a text area for any extra notes about the Partner Account.