Index

A

advanced search link
approvals
  opportunity assignment link
  partner program enrollments link
  partner programs link
  referral requests link

approving
  deal registrations link
  opportunity assignment link
  partner fund requests link
  special pricing requests link

assigning
  opportunities to partners link

automated matching
  overview link

B

business flow
  Campaign-Generated Lead to Qualification to Automatic Partner Routing to Order link
  deal registration to opportunity link

business flows
  opportunity management link
  referral management link

business user flow
  fund request to partner claim link
  invite new partner to partner login to partner enrollment link
  referral to partner compensation link
  special pricing request to partner claim link

C

campaigns
  creating a partner list link

Channel Manager Dashboard link
  Data Visibility
    Roles link

Channel Team tab link
close
  opportunity link

closing an opportunity link
contacts
  creating link
  de-duplication link

contracts
  partner programs link

converting a customer to a partner link
creating
  opportunities link
  partner link
  partner contact link
  referral request link

customers
  converting to partners link
  de-duplication link

Customizing KPI Information link

D

Data Visibility
  Permissions link

de-duplicating
  referral requests link

deal registration link
  declining link
  DQM approval link
  reassigning and declining link
  statuses link

deal registration requests
  returning link

deal registrations
  business process link
  overview link

declining
  deal registrations link
  partner fund requests link
  referral requests link
  special pricing requests link

E

enrollment questionnaire link
enrollment requests
  details link
  process link

enrollments
  approvals link
  overview link
  requests link
  users and security link

I

import lead link
Interactions tab link

L

legal terms
  partner programs link

M

Managed Partners tab link
managing
  deal registrations link
  partner link

manual matching
  overview link

N

Notes tab link
notifications
  partner programs link

O

opportunities
  routing statuses link

opportunity
  closing link

opportunity management link
  approving opportunity assignments link
  assigning opportunities link
  automated matching overview link
  creating an opportunity link
  lead to opportunity to quote to order business flow link
  manual matching link
  overview link
  routing overview link
  routing statuses link
  routing types link
  searching for opportunities link
  users and security link
  withdrawing opportunities link

opportunity routing types
  joint link
  multiple parallel link
  serial link

Oracle Marketing
  creating a partner list for campaigns link

Oracle Partner Management
  key features link

overview
  enrollments link
  opportunity management link
  Oracle Partner Management link
  partner funds management link
  partner programs link
  referral management link
  special pricing management link

P

partner funds management link
  request statuses link link
  searching for a request link
  submitting a claim link
  submitting a request link

partner program enrollments
  See enrollments link

partner programs
  adding team members link
  approval checklist
    approval checklist link
  approvals link
  associating inventory items link
  contracts link
  copying link
  creating link
  enrollment questionnaire link
  inviting partners to join link
  legal terms link
  notifications link
  overview link
  partner requirements link
  payment methods link
  price lists link
  terminating partner membership link
  upgrade rules link
  upgrading partner membership in link

partners
  assigning opportunities to link
  converting from customers link
  creating link link
  creating a list of link
  creating a referral request for link
  creating contacts link
  downgrading link
  inviting to join programs link
  managing link
  overview link
  searching for link
  terminating, upgrading, and downgrading link
  updating information link
  upgrading program membership link
  users and security link
  withdrawing opportunities from link

payment methods
  partner programs link

Performance tab link
price lists
  partner programs link

program enrollments
  See enrollments link

program management link

Q

Quick Links
  customizing link

R

reassigning
  partner fund requests link
  special pricing requests link

reassigning referral requests link link
referral management link link
  approving referral requests link
  de-duplicating data link
  declining referral requests link
  DQM approval link
  overview link
  referral statuses link
  referral to partner compensation business flow link
  searching for referrals link
  submitting a referral request link
  users and security link
  viewing referral log link

referral requests
  returning link

registering a deal link
requirements
  for partner programs link

returning
  partner fund requests link

routing
  overview link link

S

searching
  for opportunities link
  for referrals link
  partner link

special pricing management link
  DQM approval link
  request statuses link
  searching for a request link

T

team members
  adding to partner programs link

Trends tab link

U

understanding partners
  overview link

updating
  partner information link

upgrade rules
  partner programs link

users and security
  enrollments link
  opportunity management link
  partner funds management link
  partners link
  referral management link
  special pricing management link

V

view
  opportunity
    history link
  opportunity history link

W

withdrawing opportunities link
working with partners
  overview link