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.

Table Page Section Layouts for the Channel Manager Role Page Layouts

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

E-mail

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

E-mail

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

E-mail

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

Email

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

E-mail

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 #

Email

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 #

Email

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

Note: The Effective From date on the Price List Line Item page layout does not display the Effective From date of the associated price list by default.

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.