Contents
1 About This Guide
2 Partner Relationship Management
- Overview of Partner Relationship Management
- Attachments for Partner Objects
- Create Notes for Channel Sales Objects
- Audit Trail for Partner Objects
- Overview of the Sales Infolets Page
3 Manage Partners
- Overview of Managing Partners
- Create a Partner Saved Search
- Review Partner Overview Information
- Create New Partner Accounts
- Edit Partner Information
- Manage Partner Announcements
- Changes to Personal Information
- FAQs About Partners
4 Manage Partner Contacts
- Overview of Managing Partner Contacts
- Create New Partner Contacts
- Add Existing Account Contacts as Partner Contacts
- Edit Partner Contacts
- Edit Partner Contact User Information
- Edit the Partner Contact Hierarchy
5 Manage Partner Teams
- Create Teams for Partners
- Assign Territories to Partners with Batch Assignment
- View a Partner's Channel Territories
6 Manage Partner Leads
- Overview of Managing Partner Leads
- Assign Leads to Partners
- Review Leads Created by Partners
- Convert Partner Leads to Opportunities
- Reject Partner Leads
7 Manage Deal Registrations
- Overview of Deal Registrations
- Partner Deal Registration Management
- Create a Pending My Approval Saved Search for Deal Registrations
- Browse the Sales Catalog from Deal Registration Pages
8 Manage Partner Opportunities
- Overview
- Partner Lead Attributes in Opportunities
- Partner Visibility into Opportunities
- Check for Duplicate Opportunities
- FAQs About Partner Opportunities
9 Manage Marketing Development Funds (MDF)
- Marketing Development Funds (MDF)
- How Marketing Development Fund (MDF) Objects Work Together
- MDF Audit Report for Channel Managers
- Export MDF Objects and Attributes
- Create a Pending My Approval Saved Search for MDF Objects
- MDF Request and MDF Claim Approvals
- FAQs About MDF
10 Manage Partner Programs
- Define a Partner Program
- Partner Program Actions and Status
- Partner Program Approval
- Eligibility Criteria for Partner Programs
- Partner Program Benefits
- Manage Partner Programs for Channel Managers
- Configure Tiers for Partner Programs
- FAQs About Partner Programs
11 Manage Partner Program Enrollments
- Partner Program Enrollment
- Partner Program Enrollment Statuses
- Overview of Partner Program Enrollments Management
- Create, Submit, and Approve Enrollment Requests
- Options for Renewing a Partner Program Enrollment
- Renew Partner Program Enrollments
- FAQs About Partner Program Enrollment