Overview of Manually Assigning Partners and Partner Sales Credits in Opportunities

You can manually add partners to or remove partners from the opportunity team. You also can assign nonrevenue sales credit to partners in opportunities. Partner assignment and sales credit allocation follow specific rules.

Partner Assignment to Opportunities

Note the following behavior for partner assignment to opportunities:

• Partner resources cannot be removed from the opportunity team if they are receiving non-revenue credit on the opportunity. To remove a partner, you must first remove the credit allocations he is assigned.

• When a partner organization is removed from the opportunity, and no resource from that partner organization is receiving sales credit on the opportunity, all partner resources, if they exist, are automatically removed from the opportunity team.

• Territories of type Partner or Partner Program are not assigned to opportunities.

• The resources list of values only displays partner resources whose partner organization is already associated with the opportunity.

Sales Credits and Partners

Note the following behavior for partners receiving sales credit:

• Partner resources are only eligible to receive non-revenue credit on opportunity revenue.

• When selecting sales credits for partner resources, only partner resources whose partner organization is associated with the revenue line are eligible for sales credits.

• Partner resources are not eligible for deal protection.