About the Reseller Manager and SSR role combination in Opportunities
Reseller Managers can also have the Sales Support Representative (SSR) role to have more control over the assisted sales workflow from beginning to end. With this role combination, Reseller Managers can create, manage, and finalize opportunities. This helps Reseller Managers support Resellers from the beginning to the end of a sales flow.
Reseller Managers with the SSR role can own all of the opportunities that they create in the marketplace, and own the opportunities that Resellers in their marketplace created.
This combination role also can view the list of opportunities in both the Reseller and Marketplace portals. The opportunities lists are exactly the same in both portals for the Reseller Manager with the SSR role.
Reseller Managers with the SSR role can:
- Create opportunities
- Manage opportunities
- Finalize opportunities
- Access both the Reseller portal and the Marketplace portal from the Manage link at the top of the page.
Managing opportunities
Task | Can a Reseller Manager with the SSR role perform the task? | Role permission required from Marketplace Manager |
---|---|---|
View opportunities | Yes:
| The Reseller Manager and SSR role combination can always view opportunities. |
Create opportunity | Yes | The Reseller Manager and SSR role combination can always create an opportunity. |
Edit payments | Yes | Sales Support: Payment methods. See Configure Sales Support role permission. |
Change the owner of an opportunity | Yes | The Reseller Manager and SSR role combination can always change the owner of an opportunity. |
Add products to opportunities | Yes | Reseller Manager: Add products to reseller company opportunities. See Configure Reseller Manager role permission. |
View wholesale price column | Yes | The Reseller Manager and SSR role combination can always view the wholesale price column. |
Edit custom prices | Yes | The Reseller Manager and SSR role combination can always edit custom prices. |
Submit their own company’s opportunities (created by SSRs) for review | Yes | The Reseller Manager and SSR role combination can always submit their own opportunities. |
Edit custom contracts | Yes | The Reseller Manager and SSR role combination can always edit custom contracts. |
Edit date controls on products | Yes | The Reseller Manager and SSR role combination can always edit the service request date and billing date on products. |
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