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Leads / opporutnities for a Partner Contact?

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Can someone tell me how I can get a listing of leads / opportunities based on a partner contact? I can get the listing based on Partner, but the requirement is to review the list based on a partner contact.

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3 Answers

  • Best Answer
    Sep 29, 2017 at 11:18 AM

    Hello,

    Another option is go to Sales -> Opportunities -> Advanced filter -> Choose Party Role as Partner Contact -> Choose Party as the PC's name and Go. This would give the list of opportunities for that PC. Follow same under Leads.

    Hope this helps.

    Thanks & Regards

    Preethi

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  • Sep 25, 2017 at 11:18 AM

    Dear Gina,
    You can add the facets Leads and Opportunities within a Partner Contact via Edit Master Layout.

    Regards,

    Paula

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  • Sep 30, 2017 at 03:53 PM

    Hi Gina,

    I hope your question is answered. Please accept either or both the answers.

    Regards,

    mahuya

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