0
2.0.0
Australia, Zurich
Standalone Application
Opportunity management for business locations enables channel partners to create and track opportunities across the customer journey lifecycle. On an opportunity, channel partners can capture customer details and requirements, products and services of interest, and internal sales team interactions.
- Create and manage customer opportunities by channel partners.
- Track channel partner opportunities from the Business Location Service Portal (BLSP).
- Support the following new personas for opportunity management:
- B2B Sales Rep
- B2C Sales Rep
- Organization Sales Manager
- Organization Opportunity Relationship Manager
- Associate related channel partners with opportunities
- Restrict opportunity access based on the associated channel partner
New:
- None
Changed:
- Replaced the admin role with the opportunity administrator role (sn_opty_mgmt_core.opportunity_admin) in applicable scripts.
Fixed:
- None
Removed:
- None
Required Plugins
- Business Location (sn_bus_loc)
- Opportunity Management Application (sn_opty_mgmt)