How to generate Partner Sourced & Influenced Reports
Jennifer
Last Update há 4 anos
In this article, we'll show you how to create Partner Sourced & Partner Influenced Reports in Datalix.
Pre-requisite - in order to generate Partner Sourced or Influenced reports, please make sure that you first attribute your partner opportunities in Datalix.
Step 1 - Click on Partner S & I
Step 2 - Click on Reports
Step 3 - Specify a date range of the Salesforce Opportunities (using Opportunity Created Date) you want to pull into the reports and click Search.
That's it! Datalix will provide you with 6 reports:
- Partner Opportunities Sourced
- Partner Opportunities Influenced
- Partner Opportunities Sourced or Influenced
- Partner Opportunities Sourced (Closed Won)
- Partner Opportunities Influenced (Closed Won)
- Partner Opportunities Sourced or Influenced (Closed Won)
