Assigning partners to a trim

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

Partners whose status is Active are displayed in the list. You cannot assign partners whose status is Inactive to new trim records. Additionally, partners that were assigned before you changed the status to Inactive are displayed, but the partners are read-only.

See Inactivating partners.

  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.