How to attribute Partner Sourced & Partner Influenced Opportunities

Pre-requisite - you need to have Salesforce connected to Datalix

Step 1 - Click on Partner S & I

Step 2 - Click on Manage

Step 3 - Specify a date range of the Salesforce Opportunities (using Opportunity Created Date) you want to pull into Datalix and click Search.

Step 4 - Review each Salesforce Opportunity record. Checkmark those that have been Partner Sourced or Influenced and specify who the Partner was.

Note - if you are unable to find the Technology Partner, please contact us via Live Chat and we will be happy to add it.

Step 5 - once done, click the Save Report button on the bottom right of the screen.

That's it! Once the opportunities are attributed to the appropriate Technology Partners, you will be able to generate Partner Sourced & Influenced reports.

Note - saving these Opportunity records does not change them in your Salesforce instance. They attribution is only saved in Datalix.