Assigning partners to a trim

To assign partners to a trim, add partners that you previously identified to a trim record. You can assign multiple partners to a trim record and specify the preferred or main partner for the trim record.

  1. On the trim details page, click the Partners icon.
  2. Click Add Partners.
  3. Select partners to add to the trim and click Add.
    You can also click the Favorites icon to filter the list of partners.
  4. Optionally, select the Preferred/Main Partner check box to set a partner as the preferred partner for the trim.

    Alternatively, you can specify the preferred/main partner through the Main Partner Information section of the trim overview.

  5. Optionally, select the Share to Partner check box to share the record to the partner.