To take advantage of the Channel Features an Opportunity/Quote, the objects will need to be setup in the following way:
Opportunity:
- Bill To: select the appropriate Partner Account
Quote Fields:
- Quote Type: "Channel End User"
- Bill To Contact: A Contact from the Partner Account
NOTE: Once a Partner is selected in the "Bill to", their contacts automatically show up in the Contact utility on the Quote. They will be suffixed with the Partner's account name in parenthesis. |