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.