Verify as a Channel Manager

As a channel operations manager such as Bonnie Vickers, you must confirm that Vision Corp's Partner Relationship Management (PRM) system can help you manage partner registrations, approve deals, and track MDF requests effectively.

Ensuring these functions work as intended will help streamline partner interactions and drive sales growth.

Partners and Partner Contacts

You can ensure that partners and partner contacts are correctly set up, enabling smooth collaboration between Vision Corp and TechWave Solutions.

Here's how you can verify and track a Partner's activities:

1. Navigate to Redwood Sales > Partners.

2. On the Partners list page, select the partner that you've created.

   You can now see the information associated with the selected partner, such as Partner Contacts, Leads, Opportunities, Deal Registrations, Hierarchy, Team, and Program Enrollments

3. You can verify the partner's details and also update them by clicking Details.

After creating a partner contact, you can add it as a Partner Contact for the appropriate partner. You can also track the Partner Contact's activities by following these steps:

1. Navigate to Redwood Sales > Partner Contacts.

2. On the Partner Contacts list page, select the partner that you've created.

   You can now see the information associated with the selected partner contact, such as Leads, Opportunities, and Deal Registrations,

3. You can verify the partner contact's details and also update them by clicking Details.

Partner Program Enrollments

Channel operations managers can manage partner program enrollments for their partners by approving partner enrollment requests, enrolling partners in programs, and renewing partner enrollments.

MDF

You can ensure that Marketing Development Funds (MDF) Budgets are allocated and managed correctly for partners like TechWave Solutions. Here are the steps to verify:

1. Navigate to Redwood Sales > MDF Budgets.
2. On the Budgets list page, select the budget that you've created.
3. You can now track the activities associated with it and also update its details by clicking Details.

When a partner submits an MDF Request, you must assign it to the appropriate MDF budget before approval. Here are the steps:

1. Navigate to Redwood Sales > MDF Requests.
2. Select the MDF Request assigned to you.
3. On the MDF Request page, search for Update Budget.
4. Create or assign the appropriate MDF budget in the Edit MDF Request drawer.