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Which roles I've to set to sales representive to enable create competitor and create partner as the

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White Hope
White Hope Silver Medal
edited Jan 13, 2021 4:00PM in Sales 2 comments
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  • Adam Liu
    Adam Liu Senior Manager Jadeite
    edited Jan 14, 2021 2:03AM

    Hi,

    Try Channel Sales Manager / Channel Account Manager for Create Partner, and Sales Administrator for create competitor.

    If you don't want to use the above OOTB roles given there are too many access privileges granted, you can consider to create a custom job role with the Partner / Competitor privileges.

    HTH,

    Adam

  • White Hope
    White Hope Silver Medal
    edited Jan 15, 2021 6:24AM

    Okay but what  are the exact competitor privileges that I've to add to the customized role as I can not get them  this am asking for as I need to enable the sales rep to create competitor

    Thanks,