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channel Sales or Partner Tracking

edited Dec 6, 2019 2:37PM in General 3 comments

We've been using NetSuite for a while, but I'm new to NewSuite.  We've changed our sales model from all direct sales to mostly a sales channel where business partners are bringing us leads/opportunities to work through a similar sales process.

Question is how to track this as I need to:

- tag the lead/prospect/opportunity record with at least 2 levels of partners that brought the lead/opportunity in for us to work and who we are working with to close

- track in the Business Partners record and see a list of all leads/prospects/opportunities/clients they have brought to us.

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