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Deal Registrations for Partners

edited Nov 22, 2019 6:17PM in CRM

Is anyone doing any sort of Deal Registrations for partners within Netsuite?

We are looking to allow partners to "register" deals with us, with some exclusivity to that deal.  We would create a process to give them some consideration if the end-customer they brought to us purchased through another of our partners.  I can handle the back-end process but am looking more for how you collected this information up front.

We've contemplated customizing our quote form, and having the partners enter this in the partner center as well as using Opportunities (but that requires the Sales rep to enter them, not the partners).

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