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 |
|
Deals |
|
Enrollments |
|
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:
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Sign in with your channel account manager credentials.
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Click Partners.
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From your list of partners, search for and select the partner you're interested in reviewing.
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Review the partner information on the overview page.
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You can click the links on the individual infolets to expand their details.
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You can navigate back to your list of partners to select another partner to review.