Hello Ashish,
Have you checked the employee record? You should be able to input the distribution channel in there for individual employees.
Highlight the employee, select edit and change the distribution settings under sales data:
Thanks,
Anouska Partner
Hi Anouska,
Thanks for your quick response.
I have checked in employee data. There is no settings for distribution channel.
It is happening with all employee. if they are converting lead to opportunity or create new opportunity system automatically pick distribution channel = direct sales. Requirment is distribution channel in an opportunity should be blank or different value but should not be direct sales.
Is there any option to change the default setting or remove default distribution channel = direct sales from system ?
Looking forward to hearing from the experts.
Regards
Ashish
Hi
At the outset,make sure the question in the screenshot is reviewed and added in your scoping under the Lead management element
Then dont maintain the distribution channel in the following area
Then, Make the distribution channel field to visible during the creation of Lead itself and check. So during the creation of lead,only sale org will be determined based the sale unit.So that while converting the lead to Opportunity,No distribution channel will be copied.
Regards
Logan
Hi Logan,
Thanks for quick support.
I have tried same as you suggested. To mark same question as reviewed in lead only. but still system picking distribution field as direct sales in lead itself.
Is there any option to change the default setting or remove default distribution channel = direct sales from system ?
Regards
Ashish
Hi
What about the sales unit and sale org determination?
Share the screen shot of those as well
Regards
Logan
Hello ,
There is a solution for your issue, you can set a default value for distribution channel using Code list restriction ( details in screen-shot attached below)
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