PRM
Discussion List
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Enable Partner Sales Representative users to view all leads in Partner OrganizationSummary: We have requirement that all partner sales representatives within a Partner organization should be able to view all leads assigned to other partner sales rep in… -
Identify leads and Opportunities for PartnersSummary: 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 PR…
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Why Does 'Request for Information' Not Available for Deal Approval Notification ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: OOTB Action - 'Request for Information' does not appear …Swathi.Lemati-Support-Oracle 2 views 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales -
How can the budget be allocated to multiple partners?**This post was created as part of a How to Service Request (SR) Release: [11.13.21.10.0] Summary of the question: MDF Budget create layout has Type field the following …
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How to create custom data security Policy for Partner?**This post was created as part of a How to Service Request (SR) Release: [11.13.22.01.0] Summary of the question: Customer have a requirement where they want to restric…
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Can I change the behavior of the Create Partner button by editing component in page composer?Summary: I want to change the behavior of the Create Partner button in PRM from requiring the ZPM_CREATE_PARTNER_PRIV privilege to requiring a custom role that we will a… -
Which privilege allows user to create partner account recordSummary: We need to restrict few users from creating partner records from UI which privilege we have to remove Content (required): We need to restrict few users from cre…
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Available Today: Out of the Box Reports for PRM and Channel SalesSummary: Out of the Box Reports for PRM and Channel Sales - available today in Oracle Sales. Content (required): Out of the Box Reports for PRM and Channel Sales - avail… -
Partner home page layout - Change the ThemeSummary Change Look & feel home page display for Partner usersContent Hi all, How and where can I change the look and feel of the Partner (PRM) home page? That is, only … -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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How to stop creating duplicate Partners Account in OSC Partner ManagementSummary Ability to stop creating duplicate Partners Account in OSC Partner ManagementContent Hi Team, In OSC Partner Management, we should restrict duplicate partner acc…
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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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is it possible to change partner contact association from one partner to otherContent Hi, currently one partner contact is associated with partner A, is it possible to change the association to partner B using file import? Regards, Sudheer.
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Territory team of Parent partner can see child partners opportunities?Summary Channel account manager able to see child partners opportunities when manually added to parent partner but not when added via territoryContent Hi All, We have de…
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Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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Sales – CX Sales 21B-C Updates for SFA and PRM, 5 May 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-C Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting … -
Convert Leads to Deal Registrations - Partner UsersSummary Convert Leads to Deal Registrations - Partner UsersContent Hi all, Partner users who own the lead or are on the lead team can use the Deal Registrations subtab o…
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Sales – Here’s What's Cool about Partner Relationship Management, 22 March 2021, 8 a.m. PT - SubmitContent Submit your questions for the Sales – Here’s What's Cool about Partner Relationship Management session to have them answered during the live event. Post your que… -
Deal Registration Approver to Deal ownerSummary How to make Deal Approver to the Deal OwnerContent How to make Deal Registration Approver to the Deal Registration Owner? TIA. Best Regards, Arvind Kesharwani
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Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…
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21A Release HighlightsContent The 21A release of Oracle CX Sales is GA and is the first of four releases planned for calendar year 2021. Highlights from this release include: * Smart Lists: S…
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Sales – CX Sales 21A-21B Updates for SFA and PRM, 17 February 2021, 10 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21A-21B Updates for SFA and PRM session to have them answered during the live event. Post your questions by postin…
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User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Summary User Not Showing in Resource Directory But Appearing in Analysis Using CRM Resource (Subject Area)Content Hi, We've created users in OSC but they are not appeari…
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Feature Friday: Partner WorkspaceContent We all know how transformative workspace has been for our customers. Being able to access tools and actions a seller needs to do their job in one attractive, use… -
Sales – 2020 Year in Review & What's Next, 11 January 2020, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – 2020 Year in Review & What's Next session to have them answered during the live event. Post your questions by posting a new…
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RESCHEDULED: Sales – CX Sales - 2020 Year in Review & What's Next, 10 December 2020, 8 a.m. PT - SubContent Due to unforeseen issues, this topic has been rescheduled to a later date. An updated announcement with the event details will be posted. Apologies for the incon…
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Feature Friday: Visual BuilderContent Oracle’s Visual Builder can be leveraged to build and deploy web or mobile applications to sit on top of CX Sales. Visual Builder is an easy to use, visual tool …
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For Our Implementation Consultants Only: Partner Briefing November 2020Content For Our Implementation Consultants... Join us for the November 2020 series of webcasts about the latest CX Sales and B2B Service product updates, exclusively for…