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Identify leads and Opportunities for Partners — Cloud Customer Connect
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Identify leads and Opportunities for Partners

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in Sales 2 comments

Summary:

We need to identify if the leads and opportunities belong to internal sales employees or they belong to partner users

Content (required):

We have implemented PRM solution for the customer and we have reporting requirement to show all leads and opportunities that belong to Partner Sales users.

Is there any OOTB report or field that will help us in achieving this or what should be the approach to create such a report

Version (include the version you are using, if applicable):

22D

Code Snippet (add any code snippets that support your topic, if applicable):

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