Partner Managers:


Partner Managers are Internal Users assigned to Partner Organizations as Managers. They have the ability to manage the Profiles, Deals, Leads, Business Plans, and MDF Requests of the Partners they are assigned to as Manager. Learn more about Partner Managers in this article. 


Region Managers:

 

Region Managers are Internal Users assigned to Regions as Managers for the purpose of Deal Registration ONLY. It gives them access to Deals based on the Regions they are assigned to as Manager. It does not apply to other modules such as the Partner Management, Lead Distribution, MDF, or Business Plans modules. Learn more about Region Managers in this article. 


  • Deal Registration Partner Region Manager:  Based on the location of the Partner Organization, Users will only have access to the Deals of Partners located in the Region(s) they are assigned to as Manager.  
  • Deal Registration Account Region Manager: Based on the end-user/customer Account location, Users will only have access to Deals that have end-user Accounts located in the Region(s) they are assigned to as Manager.  



FAQs:


Can a User be a Partner Manager and a Region Manager?

Yes, Internal Users can be assigned to Partner Organizations as Managers as well as Regions. 


Can Users be assigned to more than one Region?

Yes, Internal Users can be assigned to multiple Regions. 


Can Users be assigned to more than one Partner as Manager? 

Yes, Internal Users can be assigned to multiple Partners as Manager, but only one can be flagged as the Primary Partner Manager.


Can the Deal Region Manager functionality be used to automate the assignment of Deals to Region Managers?

The Deal Region Manager functionality does not include the ability to automate the assignment of Deals to Region Managers. However, for a workaround, you can use our Zapier connector to automate the assignment.   


Can the Partner Manager functionality be used to automate the assignment of Deals to Partner Managers? 

Yes, you can enable the below setting in the Deal Registration Module Settings (Settings > Deal Registration > Deal Registration Module Settings) to automate the assignment of Deals to the Primary Partner Manager assigned to a Partner Organization.