Channel Partner Managers can enroll partners to stock rotation programs by creating
Rebate Program Member records. Add partners who get the stock rotation rebates to a stock
rotation program as accounts.
Required Editions
| Available in: Enterprise, Unlimited, and Developer
Editions that have Stock Rotation enabled. |
| User Permissions
Needed |
| To enroll a Stock Rotation Program Member: |
Stock Rotation Admin permission set |
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On a Rebate Program record, on the Members related list of the Related tab, click
Add Member.
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Find and select the account of the partner to enroll.
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Select a status for the member being enrolled.
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Enter an alias for the account.
If you don’t enter a name, the account name is used as the member’s name.
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If you don’t want to calculate payouts for the member, enable Skip Payout
Calculation.
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Save your changes.