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Fusion PRM: Multiple Partners registering same Deal

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in Sales 1 comment


"Weighted" Pipeline Report for Channel Account Manager to exclude "duplicate" registered deals (same customer, product lines etc) by multiple partners.

Content (required):

Scenario in PRM Implementation:

Partner 1 registers deal for Customer1 and Products/Services 1 & 2 (say deal size SAR 200K)

Partner 2 registers deal for the same customer and services as Partner 1 (say deal size SAR 300K)

This would mean that the Sales Pipeline would have incorrect values (as it would consider both the deals of partner1 and partner2).

Is there a mechanism to differentiate, or to check if 2 partners are working on closing same deal separately, then show only 1 in my pipeline report?


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