Additional communications within partner sales
Overview
Product overview
New opportunity stage ‘Arrangement with partner’ has been added for partner sales. The template adds steps to negotiate the terms of partner engagement in opportunity as well as to pre-approve commercial proposal and contract. Communication with a client is performed through basic business process of the corporate sale.
The ‘Arrangement terms with partner’ detail at the opportunity page helps to track the complete history of changes in partner cooperation terms in respect of the corresponding opportunity.
Partner contact is automatically added to the activities participants related to the partner sale.
Before using the template check steps of ‘Partner sale’ case for compliance with your internal partner regulations.
Pricing
Terms and Conditions
Pricing FAQ
Support
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Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Data sharing
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Versions
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.