Exact Synergy Enterprise

Viewing Partners for Opportunities

Introduction

It is possible that you might be working with partners in the sales cycle for some opportunities. Partners have different roles in different opportunities and at different stages in the sales cycle process. Some partners may have the role of advisors, knowledge provider, lead generator, and some have a share in the revenue from a successful deal.

This screen displays all partners that are involved in the sales cycle process for the opportunity. The partner account is listed together with the name of the contact at the partner organization and the role of the partner in the sales cycle process.

Menu path

To view all partners for the opportunity card, go to Customers/Report/Opportunity management/Search, define the relevant criteria. Next, click Show to display the relevant opportunities. Click the relevant opportunity code in the Opportunity: Code column. In the opportunity card, click All in the Partners section.

Roles & rights

All users can access this page.

Users with the following security rights are allowed to add or edit the partners for opportunities. For more information, see Security of the Opportunity.

The user is the creator of the opportunity.
The user is the owner of the opportunity.
The user is the manager of the opportunity owner.
The user is currently involved in the request which is part of the sales cycle process for the opportunity. This also includes employees which are included in the request through the Assume, Assign, and Remark functions. For more information, see Creating and Modifying Requests.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Refresh

Click this to update the list of partners involved in the opportunity.

New

Click this to add a new partner to the opportunity. Alternatively, you can click Add under the Partners section in the opportunity card. For more information, see Adding and Modifying Partners for Opportunities.

Close

Click this to exit.

Description

Partners section

You will see a list of partners involved in the sales cycle for the opportunity. At the top of the screen, you will see the code of the opportunity card and the description. You can click on the code and description to return to the opportunity card. The following are the columns in the overview.

Partner

This displays the account code of the partner.

Name

This displays the name of the partner account. Click the name to view the partner account card.

Contact

This displays the contact person within the partner organization.

Job Description

This displays the job description of the partner contact person.

Partner Role

This displays the role of the partner within the opportunity.

Phone

This displays the telephone number of the partner contact person.

E-mail

This displays the e-mail address of the partner contact person.

Delete

Click to delete the selected partner. You will see a message "Confirm: Delete?" Click OK to delete or Cancel to cancel the deletion.

Note: This is available only if you have the rights to edit the opportunity card. For more information, see Viewing Opportunity Cards.

Edit

Click to modify the selected partner. You will see the partner maintenance screen. For more information, see Adding and Modifying Partners for Opportunities.