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Topics#Sales And MarketingJustin Ruck の質問
Justin Ruck が「#Sales And Marketing」で質問
2011年5月24日 20:21

How difficult is it to have an approver list workflow by partner?

My company has partners submit opportunities.  Those opportunities must go through an approval workflow.  For commercial deals under $50K, we need the approver list defined by the specific partner submitting the opportunity.  For commercial deals over $50K, it's by region.  Is this difficult to set up?  How might be the best way to approach this?
2 件の回答
  1. Justin Ruck
    2011年5月25日 16:19
    Yes, the partner is set up as PRM portal users.  I have about 30 users across 16 partners.  For each of those partners, my company has an associated channel account rep.  If the deal size is under $50K and is in a specific industry, I'd like the approval process to send the opportunity to the channel account rep for approval.

     

    Is this something that is very complicated to set up?  How might be the best way to approach this?
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