Transferring Existing Opportunities to Partners

[Farees]

I was wondering if anyone in this group had a best practice methodology for transferring existing opportunities to Partners.  Simply transferring the ownership of an Opportunity to a partner will not work for us, as the partners go through a Deal Registration process, upon approval each new Opportunity has a Deal Approved Date.

If we just transfer ownership of an Opportunity the Deal Approved Date will be left blank- which is critical for us to track partner opportunities. Deal Approved Date is an automatic date field which gets populated with the date the respective Deal was approved. 

For now we are entering a entering the Opportunity into the PRM as a Lead - going through the normal Deal Reg process - as you could understand this is a manual process, I was hoping someone on this discussion forum might have a better idea to handle this. Thanks in advance.

Best,

Farees

[Andrew ODriscol]

Two ideas:

1) When you transfer the opportunity to a partner have the opportunity flagged in some way (either record type, status field, or stage field) to show that its an unapproved Partner deal reg, and have the partner submit the Opportunity deal registration for approval. When the opportunity is approved you update the date through the approval process.

Of course the downside is that you need to maintain two approval processes (lead and opportunity), and opportunities cannot be assigned to queues for approval.  But the upside is that you don't have to duplicate the record as a lead.

2) Create a copy of the opportunity as a lead (could do through a modest scontrol or apex code), tag the lead with the opportunity id, and have the partner submit the lead for approval. Once approved the conversion logic could be changed via some apex to map to the original opportunity rather than create a new one.

The advantage of this approach is that you leverage the existing approval process. The disadvantage being more code to write and test.

Apprivo