Review Partner Overview Information

The following table shows the partner's key information and transaction summary details that channel account managers can view.

Partner Object

Information Channel Managers Can View

Key Partner Profile Details

  • Type

  • Status

  • URL

  • Address

  • Primary Contact

  • Owner

  • Contacts

Deals

  • Open Leads

  • Pending Deal Registrations

  • Open Opportunities

Enrollments

  • Active Enrollments

  • Enrollments Pending Approval

Open Activities

All

Open Service Requests

All

View the Partner Overview Page

Channel account managers can use these steps to access a partner's overview page:

  1. Sign in with your channel account manager credentials.

  2. Click Partners.

  3. From your list of partners, search for and select the partner you're interested in reviewing.

  4. Review the partner information on the overview page.

  5. You can click the links on the individual infolets to expand their details.

  6. You can navigate back to your list of partners to select another partner to review.