Reseller Information Propagation

When a reseller is associated with an opportunity, this information is automatically propagated downstream to orders and services as follows:

  1. To the order, once an order is created when the associated opportunity is marked as Closed Won.
  2. From the order to all newly created services associated with the order, for New and new parts of the Replace line items.

The process can be visualized as follows:

Opportunity / Quote → Order → New Service(s)
Was this page helpful?