Page Section Layouts for the Channel Manager Role Page Layouts
The following table shows the page section layouts that company administrators typically set up in the page layouts for the Channel Manager role.
Page Layout | Page Section Layout |
---|---|
Accreditation Page Channel Manager Layout |
Key Information |
Name |
|
Type |
|
Status |
|
Available From |
|
Accreditation ID |
|
Primary Product Category |
|
Primary Product |
|
Available Till |
|
Accreditation Details |
|
Validity (Months) |
|
Renewable |
|
Website |
|
Currency |
|
Accreditation Fee |
|
Payment Options |
|
Contact Information |
|
Contact |
|
Contact: First Name |
|
Contact: Last Name |
|
Contact: Account |
|
Contact: Email |
|
First Name |
|
Last Name |
|
Account |
|
Phone |
|
Additional Information |
|
Created By |
|
Created: Date |
|
Owner |
|
Modified By |
|
Modified: Date |
|
Description |
|
Accreditation Request Page Channel Manager Layout |
Key Request Information |
Accreditation |
|
Objective |
|
Request Date |
|
Accreditation Number |
|
Renewable |
|
Partner |
|
Accreditation Date |
|
Accreditation Status |
|
Expiration Date |
|
Additional Information |
|
Created By |
|
Created: Date |
|
Owner |
|
Modified By |
|
Modified: Date |
|
Description |
|
Application Page Channel Manager Layout |
Company Profile |
Name |
|
Location |
|
Main Phone # |
|
Main Fax # |
|
Web Site |
|
Number of Employees |
|
Annual Revenue |
|
Industry |
|
Owner |
|
Address |
|
Application Submitted By |
|
First Name |
|
Last Name |
|
Work Phone # |
|
Cellular Phone # |
|
Work Fax # |
|
Email Address |
|
Job Title |
|
Submission Status |
|
Current Approver |
|
Partnership Information |
|
Approval Status |
|
Submitted Date |
|
Approved Date |
|
Processed By: Name |
|
Reject Reason |
|
Created |
|
Partner Program |
|
Program Level |
|
Partner Type |
|
Expected Partnership Benefits |
|
Existing Partnerships |
|
Modified |
|
Additional Information |
|
Source |
|
Campaign |
|
Application ID |
|
Partner |
|
Business Plan Page Channel Manager Layout |
Key Plan Information |
Plan Name |
|
Period |
|
Period: Start Date |
|
Period: End Date |
|
Type |
|
Status |
|
Principal Partner Account |
|
Product Name |
|
Plan Revenue |
|
Currency |
|
Owner |
|
Description |
|
SWOT Analysis |
|
Strengths |
|
Weaknesses |
|
Opportunities |
|
Threats |
|
Certification Page Channel Manager Layout |
Key Information |
Name |
|
Type |
|
Status |
|
Available From |
|
Certification ID |
|
Primary Product Category |
|
Primary Product |
|
Available Till |
|
Certification Details |
|
Validity (Months) |
|
Renewable |
|
Website |
|
Currency |
|
Certification Fee |
|
Payment Options |
|
Contact Information |
|
Contact |
|
Contact: First Name |
|
Contact: Last Name |
|
Contact: Account |
|
Contact: Email |
|
First Name |
|
Last Name |
|
Account |
|
Phone |
|
Additional Information |
|
Created By |
|
Created: Date |
|
Owner |
|
Modified By |
|
Modified: Date |
|
Description |
|
Certification Request Page Channel Manager Layout |
Key Request Information |
Certification |
|
Objective |
|
Request Date |
|
Certification Number |
|
Renewable |
|
Candidate |
|
Certification Date |
|
Certification Status |
|
Expiration Date |
|
Additional Information |
|
Created By |
|
Created: Date |
|
Owner |
|
Modified By |
|
Modified: Date |
|
Description |
|
Course Page Channel Manager Layout |
Key Information |
Name |
|
Type |
|
Status |
|
Available From |
|
Course ID |
|
Primary Product Category |
|
Primary Product |
|
Available Till |
|
Course Details |
|
Duration (Hours) |
|
Course Length (Days) |
|
Format |
|
Medium |
|
External Unique ID |
|
Website |
|
Hands-On Lab |
|
Exam |
|
Currency |
|
Course Fee |
|
Payment Options |
|
Objective |
|
Contact Information |
|
Contact |
|
Contact: First Name |
|
Contact: Last Name |
|
Contact: Account |
|
Contact: Email |
|
First Name |
|
Last Name |
|
Account |
|
Phone |
|
Additional Information |
|
Created By |
|
Created: Date |
|
Owner |
|
Modified By |
|
Modified: Date |
|
Description |
|
Course Enrollment Page Channel Manager Layout |
Key Enrollment Information |
Course |
|
Objective |
|
Enrollment Date |
|
Enrollment Status |
|
Candidate |
|
Enrollment Number |
|
Completion Date |
|
Course Partner |
|
Additional Information |
|
Created By |
|
Created: Date |
|
Owner |
|
Modified By |
|
Modified: Date |
|
Deal Registration Page Channel Manager Layout |
Deal Registration Key Information |
Name |
|
Type |
|
Submission Status |
|
Expiration Date |
|
Special Price Reqd |
|
ID |
|
Principal Partner |
|
Principal Partner Location |
|
Partner Program |
|
Support Reqd |
|
Opportunity Information |
|
Associated Opportunity |
|
New Opportunity |
|
Currency |
|
Deal Size |
|
Close Date |
|
Product Interest |
|
Next Step |
|
Customer Information |
|
Associated Customer |
|
New Customer |
|
Company Name |
|
Country |
|
Address 1 |
|
Address 2 |
|
City |
|
Province |
|
Post Code |
|
Fax |
|
Associated Contact |
|
New Contact |
|
Mr./Ms. |
|
First Name |
|
Middle Name |
|
Last Name |
|
Job Title |
|
Telephone # |
|
Cell Phone |
|
Approval Information |
|
Approval Status |
|
Current Approver |
|
Final Approver |
|
Submitted Date |
|
Approved Date |
|
Reject Reason |
|
Additional Information |
|
Owner |
|
Owner Partner Account |
|
Originating Partner Account |
|
Created |
|
Modified |
|
Description |
|
Exam Page Channel Manager Layout |
Key Information |
Name |
|
Type |
|
Status |
|
Available From |
|
Exam ID |
|
Primary Product Category |
|
Primary Product |
|
Available Till |
|
Exam Details |
|
Number of Questions |
|
Time Allowed (Minutes) |
|
Maximum Score |
|
Passing Score |
|
Validity (Months) |
|
Website |
|
Format |
|
Medium |
|
Grading Method |
|
Currency |
|
Exam Fee |
|
Payment Options |
|
Contact Information |
|
Contact |
|
Contact: First Name |
|
Contact: Last Name |
|
Contact: Account |
|
Contact: Email |
|
First Name |
|
Last Name |
|
Account |
|
Phone |
|
Additional Information |
|
Created By |
|
Created: Date |
|
Owner |
|
Modified By |
|
Modified: Date |
|
Description |
|
Exam Registration Page Channel Manager Layout |
Key Information |
Exam |
|
Objective |
|
Registration Date |
|
Registration Status |
|
Exam Partner |
|
Score Expires On |
|
Candidate |
|
Registration Number |
|
Completion Date |
|
Score Achieved |
|
Grade Achieved |
|
Exam Date |
|
Additional Information |
|
Owner |
|
Description |
|
Fund Page Channel Manager Layout |
Key Fund Information |
Fund ID |
|
Fund Name |
|
Start Date |
|
End Date |
|
Status |
|
Type |
|
Partner |
|
Target Amount |
|
Total Credits |
|
Total Debits |
|
Balance |
|
Total Pre-Approved |
|
Balance After Pre-Approvals |
|
Allow Negative Balance |
|
Fund Currency |
|
Owner |
|
Fund Request Page Channel Manager Layout |
Key Fund Request Information |
Request Id |
|
Fund Request Name |
|
Fund |
|
Type |
|
Status |
|
Opportunity |
|
Opportunity Account |
|
Due Date |
|
Fund Request Currency |
|
Preapproval Information |
|
Pre-Approval Req |
|
Granted |
|
Pre-Approval Date |
|
Begin Date |
|
End Date |
|
Claim Information |
|
Claim Req. |
|
Approved |
|
Request Date |
|
Claim Decision Date |
|
Additional Information |
|
Owner |
|
Owner Account |
|
Channel Manager |
|
Approver |
|
Lead Page Channel Manager Layout |
Key Lead Information |
Mr. Ms |
|
First Name |
|
Last Name |
|
Company |
|
Job Title |
|
Created External |
|
Primary Phone # |
|
Cellular Phone |
|
Work Fax # |
|
Never Email |
|
Modified External |
|
Opportunity Related Information |
|
Status |
|
Rating |
|
Product Interest |
|
Potential Revenue |
|
Estimated Close Date |
|
Next Step |
|
Lead Currency |
|
Source |
|
Campaign |
|
Industry |
|
Annual Revenues |
|
Number of Employees |
|
Owner Information |
|
Owner Full Name |
|
Ownership Status |
|
Reassign Owner |
|
Owner Account |
|
Channel Manager |
|
Sales Person |
|
Additional Information |
|
Associated Account |
|
Associated Contact |
|
Associated Opportunity |
|
Billing |
|
Website |
|
MDF Request Page Channel Manager Layout |
Key MDF Request Information |
Request ID |
|
Request Name |
|
Principal Partner Account |
|
Fund |
|
Submission Status |
|
Due Date |
|
Expiration Date |
|
Campaign |
|
Marketing Purpose |
|
Region |
|
Category |
|
Partner Program |
|
MDF Request Currency |
|
MDF Request Detail Information |
|
Start Date |
|
End Date |
|
Amount Requested |
|
Amount PreApproved |
|
Approval Status |
|
Request Date |
|
Submitted Date |
|
Pre-Approval Date |
|
Approver |
|
Last Approved By |
|
Reason Code |
|
Claim Information |
|
Total Claim Amount Requested |
|
Total Claim Amount Approved |
|
Claim Status |
|
Claim Decision Date |
|
Additional Information |
|
Owner |
|
Modified |
|
Owner Partner Account |
|
Description |
|
Objective Page Channel Manager Layout |
Key Objective Information |
Objective Name |
|
Plan Name |
|
Type |
|
Status |
|
Account Name |
|
Contact Name |
|
Product Name |
|
Period |
|
Period: Start Date |
|
Period: End Date |
|
Target Information |
|
Objective Revenue |
|
Currency |
|
Exchange Date |
|
Target Audience |
|
Objective Target |
|
Objective Units |
|
Additional Information |
|
Created |
|
Description |
|
Owner |
|
Modified |
|
Opportunity Page Channel Manager Layout |
Key Opportunity Information |
Opportunity Name |
|
Account |
|
Sales Stage |
|
Next Step |
|
Registration Status |
|
Approval Status |
|
Revenue |
|
Partner Program |
|
Close Date |
|
Forecast |
|
Opportunity Currency |
|
Territory |
|
Sales Detail Information |
|
Status |
|
Priority |
|
Lead Source |
|
Opportunity Type |
|
Product Interest |
|
Probability% |
|
Expected Revenue |
|
Source Campaign |
|
Reason Won/Lost |
|
Registration Information |
|
Registration Status* |
|
Registered Partner* |
|
Registration Expires* |
|
Registered Partner Location* |
|
Owner Information |
|
Owner |
|
Ownership Status |
|
Approver |
|
Owner Account |
|
Reassign Opportunity |
|
Channel Account Manager |
|
Additional Information |
|
Modified By: |
|
Created By: |
|
Modified: Date External |
|
Created: |
|
Partner Page Channel Manager Layout |
Key Partner Information |
Partner Name |
|
Primary Partner Type |
|
Location |
|
Partner Organization Status |
|
Maximum Number of Users |
|
Main Phone # |
|
Main Fax # |
|
Web Site |
|
Price List |
|
Number of Active Users |
|
Profile Information |
|
Description |
|
Additional Company Profile |
|
Billing |
|
Company Identifier |
|
Annual Revenues |
|
Number of Employees |
|
Industry |
|
Shipping |
|
Expertise |
|
Region |
|
Partner Currency |
|
Additional Information |
|
Created |
|
Owner |
|
Owner Partner Account |
|
Originating Partner Account |
|
Modified External |
|
Channel Account Manager |
|
Principal Partner Account |
|
Price List Page Channel Manager Layout |
Key Price List Information |
Price List Name |
|
Effective From |
|
Effective To |
|
Type |
|
Status |
|
Currency |
|
Additional Information |
|
Created |
|
Description |
|
Modified |
|
Price List Line Item Page Channel Manager Layout |
Key Product Information |
Price List |
|
Product |
|
Effective From* |
|
Effective To |
|
Product: Part # |
|
Price Type |
|
List Price |
|
Key Product Line Item Information |
|
Created |
|
Description |
|
Modified |
|
Service Request Page Channel Manager Layout |
Contact Information |
Service Number |
|
Account |
|
Principal Partner Account |
|
Principal Partner Account: Channel Account Manager Alias |
|
Contact |
|
Work Phone # |
|
Service Detail Information |
|
Area |
|
Cause |
|
Type |
|
Source |
|
Product |
|
Error Message |
|
Next Step |
|
Priority |
|
Status |
|
Opened Time |
|
Closed Time |
|
Owner |
|
Reassign Owner |
|
Owner Partner Account |
|
Customer Satisfaction |
|
Last Survey Outcome |
|
Overall Service Experience |
|
Solution Page Channel Manager Layout |
Solution Detail Information |
Solution ID |
|
Title |
|
Product |
|
Product Category |
|
Solution Rating |
|
Number of Ratings |
|
Status |
|
Published |
|
Publish to PRM |
|
Externally Published |
|
Service Request Count |
|
Created External |
|
Modified External |
|
Special Pricing Product Page Channel Manager Layout |
Key Product Information |
Product |
|
Product: Product Category |
|
Quantity |
|
Currency |
|
Product: Part # |
|
Product: Type |
|
Product: Status |
|
MSRP |
|
Special Pricing Request Detail Information |
|
Purchase Cost |
|
Requested Cost |
|
Requested Resale Price |
|
Authorized Cost |
|
Suggested Resale Price |
|
Requested Amount |
|
Requested Discount Percent |
|
Authorized Amount |
|
Authorized Discount Percent |
|
Special Pricing Request Justification |
|
Competitor Name |
|
Competitor Product |
|
Competitor Product Price |
|
Competitive Partner |
|
Other Competitive Information |
|
Additional Information |
|
Created |
|
Description |
|
Modified |
|
Special Pricing Request Page Channel Manager Layout |
Key Special Pricing Request Information |
ID |
|
Request Name |
|
Principal Partner Account |
|
Submission Status |
|
Due Date |
|
Fund |
|
Opportunity |
|
End Customer |
|
Originating Partner Account |
|
Deal Registration |
|
Partner Program |
|
Currency |
|
Special Pricing Request Detail Information |
|
Start Date |
|
End Date |
|
Total Amount Requested |
|
Total Amount Authorized |
|
Approval Status |
|
Request Date |
|
Submitted Date |
|
Authorized Date |
|
Approver |
|
Last Approved By |
|
Reason Code |
|
Claim Information |
|
Total Claim Amount Requested |
|
Total Claim Amount Approved |
|
Claim Status |
|
Claim Decision Date |
|
Additional Information |
|
Owner |
|
Modified |
|
Owner Partner Account |
|
Description |
The fields marked with an asterisk (*) in the Registration Information section (under the Opportunity Page Channel Manager Layout) of the preceding table will be populated only if you use the Deal Registration record type to manage your deal registrations. These fields will not be populated if you continue to use Opportunity record type to track and manage your deal registrations. In such cases, you can remove the Registration Information section from the layout.