Create Notes for Channel Sales Objects

Channel managers and partner users can create notes on channel sales business objects to document and convey important information regarding the object. They can save these notes for future reference or to provide details to other users.

They can use notes in several scenarios, such as providing the reason for any changes made to the channel sales business object, and to record decisions and assumptions that led to those changes.

Channel managers and partner users can create notes for the following channel sales business objects:

• Partner Accounts

• Partner Program Enrollments

• Leads

• Deal Registrations

• Opportunities

• MDF Requests

• MDF Claims

Create a Note

Channel managers and partner users can use these steps to create a note for one of the previously listed channel sales business objects.

1. Sign in with your channel manager or partner credentials.

2. From your home page, navigate to the channel sales business object you want to create a note on.

3. Select the specific record you want to create a note on. For example, select the specific partner account, or the specific lead.

4. Click the Notes subtab for the selected channel sales business object.

5. On the Notes page, click Create Note.

6. From the Type field, select the type of note you're creating. Default values are General, Reference, and Special.

7. Select the Private option if the note is for yourself only.

8. Use the note toolbars to format the text for your note.

9. In the note body, type your note.

10. Click Save and Close to save your note