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Siebel Partner Relationship Management Administration Guide > Sharing Data with Partners > Sharing Transactional Data with Partners > Viewing a Partner's OpportunitiesIn some industries, partners develop opportunities, and the brand owner company views these leads, either to follow up on the leads or to review how well they are progressing. Even if your company develops opportunities and assigns them to partners, you can view the opportunities to see how they are progressing. For example, by looking at the partner activities for each opportunity. When you view opportunities, you can use the audit trail to track changes in the opportunity. By default, whenever a change is entered in the Sales Stage, Opportunity Status, or Expected Revenue field, the audit trail creates a record of how the value was change stamped with the login of the employee who made the change and the time the change was performed. The record is stamped with the employee login and the time when the change was performed. You can view partner opportunities two ways:
In either situation, you can drill down on an opportunity to view more information about it, if you have access to the opportunity detail view. It is usually easiest to use the Partner Operations screen to display the opportunities of a partner company. |
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