e) Self Generated Leads


Expanded Setup Guide

Now let's create a 'Self-Generated' Partner Company so you can attribute Leads or Customers to your company as opposed to an 'Outside' Partner Company.

To set up a 'Self-Generated' Partner Company:

REMINDER: All BOLD fields are required in order to save.

If checking the 'Sells Customers' checkbox you'll also need to select the Default Office Location for Incoming Customers.