Question

Partner sales accounted for in Sales Pipeline

Hello,

 

The OOTB doesn't let a portal user to be assigned to a Manager. In such case

  • How is the chain of command (in Company) rolled up for that portal user?
  • How is the sales from the portal user accounted for in Sales Pipeline?

What is the best practice/approach in such scenarios?

 

Thanks,

Madhuri

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1 comments

Hello Madhuri!

 

In the out-of-box functionality, you can assign a portal administrator.

 

This article covers how administrators in the main Creatio application can manage portal users and portal access permissions. 

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