Page Section Layouts for the Partner Sales Representative Role Page Layouts

The following table shows the page section layouts that company administrators typically set up in the page layouts for the Partner Sales Representative role. It is recommended that you change the fields that are followed by an asterisk (*) to be read-only fields. You make this change in the field setup section of the page layout wizard. It is recommended that all other fields that are read-only by default remain as read-only fields.

Table Page Section Layouts for the Partner Sales Representative Role Page Layouts

Page Layout Page Section Layout

Accreditation Page Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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

Certification Page Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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

Description

Deal Registration Page Partner Sales Representative 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

Associated Contact

New Contact

Mr./Ms.

First Name

Middle Name

Last Name

Job Title

Email

Telephone #

Cell Phone

Fax

Approval Information

Approval Status*

Current Approver*

Final Approver

Submitted Date

Approved Date

Reject Reason*

Additional Information

Owner

Owner Partner Account

Originating Partner Account

Description

Created

Modified

Exam Page Partner Sales Representative 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 Partner Sales Representative 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

Fund Page Partner Sales Representative Layout

Key Fund Information

Fund ID

Fund Name*

Status*

Allow Negative Balance*

Type*

Fund Currency*

Start Date*

End Date*

Additional Information

Owner

Modified

Fund Request Page Partner Sales Representative 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 Partner Sales Representative Layout

Key Lead Information

Mr. Ms.

First Name

Last Name

Company

Job Title

Created External

Lead Convert

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

Web Site

MDF Request Page Partner Sales Representative 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 Partner Sales Representative 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 Partner Sales Representative 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

Owner Information

Owner

Ownership Status*

Approver*

Owner Account

Reassign Opportunity

Channel Account Manager

Additional Information

Modified By

Created By:

Modified: Date External

Created:

Partner Program Page Partner Sales Representative Layout

Key Partner Program Information

Partner Program Name*

Status*

Begin Date*

End Date*

MDF Allowed*

Special Pricing Allowed*

Deal Registration Allowed*

Program Details

Description*

Additional Information

Created

Owner Full Name

Modified

Service Request Page Partner Sales Representative Layout

Contact Information

Service Number

Account

Principal Partner Account

Contact

Work Phone #

Email

Service Detail Information

Area

Cause

Type

Source

Modified External

Created External

SR Currency

Priority

Status

Opened Time

Closed Time

Owner

Owner Partner Account

Reassign Owner

Solution Page Partner Sales Representative Layout

Solution Detail Information

Solution ID

Title

Product

Status

Published

Solution Rating

Created External

Modified External

Special Pricing Product Page Partner Sales Representative 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 Partner Sales Representative Layout

Key Special Pricing Request Information

Request ID

Request Name

Principal Partner Account

Submission Status

Due Date

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