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Territory team of Parent partner can see child partners opportunities?

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

Summary

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

Content

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
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