Partner Management - BizBone

Add a New Partner

1

Navigate to Partner Management

CRM PM Nav

2

Select Create Business Partner

CRM PM Add

3

Fill in the required information

CRM PM Add C

Edit Partner Information

1

Select a partner

CRM PM Select

2

Select Edit

CRM PM Edit

3

Fill in the required information

CRM PM Edit C

Select Update to complete or Cancel to exit without saving changes.

Delete a Partner

Partners with existing transactions cannot be deleted.

1

Select the Delete icon

C PM Delete

2

Confirm the action

C PM C Delete

Select Delete to complete or Cancel to exit without saving changes.