Create an opportunity process, page layout, and record type, similar to leads.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Many companies create separate sales processes for their direct and indirect sales opportunities. Some companies prefer to expose a shorter list of opportunity stage values that are less granular compared to stages used by their direct sales team.
- Create an opportunity process.
- Create two opportunity page layouts, one for partner users and one for channel managers.
-
Create an opportunity record type to track
registered deals, different from the opportunity record type you use to track direct
sales opportunities.
Tip- Many companies struggle with how to report on channel versus internal sales. Using separate record types to categorize opportunities by who is working on them— internal sales teams or partners—allows you to report on direct and channel sales separately.
- Make this opportunity record type the default for partner users. This ensures they see the same record type when the opportunity is converted, regardless of who does the conversion.
- Add the Deal Registration value to the Lead Source picklist values for the opportunity record type.
- Map any custom fields on the lead record type to the opportunity record type for deal registration.