0
2.5.2
Australia Patch 3, 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
- Restricted Customer Access now controls visibility: A new Restricted Customer Access field on customer criteria extends existing criteria — such as location-based criteria — to control not only workflow actions (opportunity) but also visibility of customer records. When enabled, staff can see only the customer and consumer records that meet the configured criteria, rather than all customer records in the instance. This applies to both service personas and sales personas.
Not applicable for this application version.
Required Plugins
- Business Location (sn_bus_loc)
- Opportunity Management Application (sn_opty_mgmt)