Adding resellers to deals
Our company sells through resellers. We started creating the deals and associating it with the end customer, so we can track where our solutions are installed and in case the end customer calls our tech support center we have a way to identify it.
We need to be able to view all the deals by customer, but also by reseller, so we can properly support our resellers and follow up with them on time.
So far we have created some text fields to identify the reseller (partner) and the contact within the reseller who is leading this sales opportunity, but haven't found a way to perform a field search to select the reseller company from the existing database.
We can associate the reseller contact to the deal, because you can have more than one contact on each deal, but it seems you can only associate one company to each deal; therefore, that information requires an custom field, but none of the custom fields are able to search the DB.
I am sure we are not the only company selling exclusively through resellers, so having the ability to add a reseller to each deal and view the deals by resellers would be of great help.
Please let me know if you need any clarification.