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Assigning Opportunities to a Partner

You can assign opportunities to partner employees just as you assign opportunities to your own salespeople, manually or using the Siebel Assignment Manager to create rules that automatically assign opportunities to partner employees. You can use Assignment Manager to set up rules for assigning opportunities based on territory, potential revenue, industry segment, and other criteria.

For example, a software company might get many inquiries from people who want to buy its midmarket products through its Web site. If that company does not sell midmarket products directly, it can use Assignment Manager to distribute these opportunities to reseller partners based on geography.

Partner employees can also enter opportunities themselves, which are visible to your company as well as the partner.

The opportunity you assign to a company as a whole appears in the All Opportunities view when the partner accesses Siebel PRM through the Web, but does not appear in the My Opportunities view for any individual. An employee at the partner company who has access to the All Opportunities view must assign the information to an individual.

The employee who enters the opportunity is automatically added to the sales team and defaulted as the primary on the sales team. The primary on the sales team can only be changed by the primary's manager. For more information about assigning opportunities to partners, see Managing Sales with Siebel PRM. For more information about working with opportunities, see the chapter on opportunities in Siebel Applications Administration Guide. For more information about the Assignment Manager, see Siebel Assignment Manager Administration Guide.

NOTE:  If you want to view the opportunity in the Partner Operations screen, you must assign the opportunity to the partner organization. You can also assign it to an individual.

To assign opportunities to a partner employee manually

1. Navigate to the Opportunities screen, then the Opportunities List, and the All Opportunities Across Organizations view.
2. In the Opportunities list, select the opportunity you want to assign to the partner.
3. In the opportunity form, click the Multiple Select button for the Sales Team Field.

   The Sales Team Members dialog box appears.

4. Click New to add a new record to the list.
5. In the Add Employees Members dialog box, click New to add a new record to the list.
6. Select the partner employee you want to assign the opportunity, and click OK.
7. In the Sales Team Members dialog box, click OK.

   The partner employee is added to the Sales Team list. This partner employee can now view this opportunity in the My Opportunities view.

Use the following procedure to manually assign opportunities to a partner company.

To manually assign opportunities to a partner company

1. Navigate to the Opportunities screen, then the Opportunities List, and the All Opportunities Across Organizations view.
2. In the Opportunities list, select the opportunity you want to assign to the partner.
3. In the opportunity form, click the Multiple Select button for the Organization field.

   The Organizations dialog box appears.

4. In the Organizations dialog box, click New to add a new record to the list.
5. In the Add Organizations dialog box, select the organization you want to assign the opportunity, and click OK.

   This partner organization can now view this opportunity in the All Opportunities view.

Use the following procedure to work with the opportunities of a partner.

To work with the opportunities of a partner

• Modify an opportunity record by selecting a field and changing the information.
• Delete a record by selecting it, clicking the menu button, and then clicking Delete Record.