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Siebel Partner Relationship Management Administration Guide > Sharing Data With Partners >

Sharing Transactional Data with Partners

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In Siebel PRM, opportunities, accounts, contacts, service requests, activities, and other forms of transactional data can be assigned either to partner organizations or to individual partner employees.

How the data is assigned determines its visibility. For example:

If you assign an opportunity to the partner organization, it will be visible in All Opportunities view for that organization, but it will not be visible in My Opportunities view for any individual.
If you assign an opportunity to an individual partner employee, it will be visible to that person in My Opportunities view.

Because it is difficult to keep track of individual partner employees, many brand owner companies prefer to assign transactional data to partner organizations. If you do this, the partner company must give one of its employees the responsibility of looking for new data in All Opportunities view and the other All views, and assigning this new data to the appropriate employee.

Many of the tasks in this section require you to use the All Across Organizations views. Channel managers have these views in the standard configuration of Siebel PRM. If you do not have these views, you do not have the appropriate responsibilities in Siebel PRM. Ask your system administrator to assign you the appropriate responsibilities.

This section provides general information about sharing transactional data with partners. Subsequent chapters provide specific information about sharing data to manage sales, manage service, manage marketing, and manage market development funds.

NOTE:  The tasks in this section assume that you have set up the organization structure so each partner company is in an organization of its own. If you have set up multiple partner companies as subdivisions of a single organization, you generally should assign transactional data to an individual and not to an organization. If you assigned these items to an organization rather than an individual, they would become visible to all partner companies, because they are visible to all divisions that are members of that organization. In general, to avoid conflict, you do not want to have the same opportunity, account, contact, or service request available to more than one partner company.

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