You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Territory team of Parent partner can see child partners opportunities?

Received Response
edited Jul 16, 2021 7:15AM in Sales 1 comment


Channel account manager able to see child partners opportunities when manually added to parent partner but not when added via territory


Hi All,

We have defined parent child hierarchy for partners and the parent partner Channel sales manager and channel account manager wants to see child partners opportunities.  tried below scenarios but not helping,

1. Added CAM and CSM to one territory and assigned the same territory to parent partner using assignment

  • both the roles are not able to see child partners opportunities

2. Added CSM and CAM to parent partner team manually

  • CAM able to see child partner opportunities but not CSM

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!