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Global Partner Portal BUSINESS PARTNER ADMINISTRATOR'S USER GUIDE

OCTOBER 2011

IBM APPLICATION SERVICES (AS)

4111 NORTHSIDE PARKWAY

ATLANTA, GA 30327

Notices Trademarks IBM is a trademark of International Business Machines Corporation in the United States, or other countries, or both. Other company, product, and service names may be trademarks or service marks of others.

Copyright © Copyright International Business Machines Corporation 2011. All rights reserved.

July 2010 Global Partner Portal i Business Partner Administrator's User Guide

July 2010 Global Partner Portal ii Business Partner Administrator's User Guide

Table of contents

OVERVIEW 1 Bid Certification Center (BCC) 1 Software Value Incentive (SVI) 1 Opportunity Management (OM) 2

ADDING USERS FROM YOUR FIRM TO GLOBAL PARTNER PORTAL 3

CREATING A NEW POSITION 4 A. Logging on to Global Partner Portal and accessing the Explorer view 5 B. Entering a unique position for a user 7 C. Selecting the position type 8 D. Selecting the parent position (optional) 9 E. Inserting the position description 10 F. Saving the record 11

POSITION NAMING GUIDELINES 12

ADDING A USER 14 A. Logging on to Global Partner Portal and access the Explorer view 15 B. Downloading the required information about the user from PartnerWorld Profiling System (PPS) 16 C. Associating the new user with a position 19 D. Assigning a responsibility to the new user 22 E. Saving the record 25 F. Inviting the new user to access Global Partner Portal 26 G. Terminating User Access 27

SETTING THE PREFERRED LANGUAGE FOR USERS 28

CLASSIFYING OPPORTUNITIES 31 Opportunity Classification Benefits 31 A. Setting up a Classification System 33 B. For Business Partners working with opportunities: 34 Opportunity Classification Benefits 36

ESTABLISHING BUSINESS PARTNER COLLABORATION 37

CONTROLLING LEAD PASS EMAILS 38

WHERE TO FIND HELP WITH GLOBAL PARTNER PORTAL 42

Overview

Global Partner Portal enables a single, integrated end-to-end Sales Transaction process for all IBM brands and geographies. Global Partner Portal helps Business Partners and IBM teams gain easier and faster access to sales-related documents that are critical to understanding their opportunity development work. Global Partner Portal enhances IBM’s ability to make an educated special bid certification review and incentive fee payment decisions. The tool provides participating Business Partners a central document repository for storing opportunity relevant documents and for releasing them to IBM. Global Partner Portal currently supports two important initiatives and an important function for Business Partners, namely, the:

Bid Certification Center (BCC)

Software Value Incentive (SVI)

Opportunity Management (OM) This guide should be used for BCC, SVI, and OM. This guide shows Business Partner Administrators how to create positions and add users to Global Partner Portal.

Bid Certification Center (BCC) The primary objective of IBM’s Bid Certification Center (BCC) is to enable Business Partners to electronically store, collaborate, and respond to special bid certification reviews. BCC provides a central repository of opportunity data that you can easily send to IBM.

Benefits to Business Partners The benefits to Business Partners include:

Improves your ability to respond

Enhances communications between IBM and Business Partners

Fosters collaboration within Business Partner firms and between Business Partners and Distributors

Enables you to provide faster pricing to your customers

Provides data security. Important! Your data is secure in Global Partner Portal. No other Business Partner, IBM Channel Representative, or Certification Manager can view it, unless you release the information for them to view.

Software Value Incentive (SVI) Software Value Incentive (SVI) is an IBM program that rewards Business Partners for the value that they contribute to each stage of a software sale. It allows a Business Partner to be recognized and earn fees based on their performance in the opportunity identification and selling phase of the sales cycle. Business Partners use Global Partner Portal to register and submit validated opportunities and attach opportunity documentation.

July 2010 Global Partner Portal 1 Business Partner Administrator's User Guide

Benefits to Business Partners The SVI benefits to Business Partners include:

Business Partners are rewarded for their contribution through the different stages of the sales cycle, including opportunity identification and sales.

After Business Partners are approved as eligible to earn identify and sell fees, they can earn incentives regardless of who fulfills the purchase.

SVI replaces multiple existing Business Partner programs and it reduces the difficulty of understanding and tracking each program.

Opportunity Management (OM) Global Partner Portal Opportunity Management (OM) offers streamlined, easy-to-use navigation for opportunity creation and updates that are fully compatible with IBM's Customer Relationship Management (CRM) system. Opportunity Management on Global Partner Portal is the start of IBM's Opportunity-to-Cash model. Deployment of Global Partner Portal opportunity management is scheduled to occur in a scheduled, controlled approach.

Benefits to Business Partners The OM benefits to Business Partners include:

Simplified sales stage model (5 sales stages, reduced from 11).

Significantly reduced data requirement.

Opportunity registration.

Enhanced protection of Business Partner data.

Enhanced collaboration between two different Business Partners.

Ability to pass opportunities to other Business Partner to rapidly close deals. The main purpose of Global Partner Portal is to help Business Partners and IBM teams gain easier and faster access to sales-related documents that are critical to understanding the opportunity development work each Business Partner has invested. Global Partner Portal enhances IBM’s ability to make an educated special bid certification review, fee payment decisions, and pass opportunities back and forth with Business Partners. The tool provides participating Business Partner a central document repository for storing opportunity relevant documents and for releasing them to IBM.


Adding users from your firm to Global Partner Portal

This guide:

Explains how to add a new user in the Global Partner Portal application.

Explains which positions your organization should create in Global Partner Portal.

Provides Position naming guidelines that explain how to name a new position correctly. You need to create a position record and a user record for each user added to Global Partner Portal. A position record defines the organization (company) and the information that they can access on Global Partner Portal. Please see the section, Creating a new Position for more information. Each user record created must be assigned at least one responsibility. Responsibilities allow the user to have cert views to view the information in Global Partner Portal. See section D, Assigning a responsibility to a user, for more information. In order to add a user to Global Partner Portal, an IBM ID for the user is required and must be active. The IBM ID is the user-id this individual uses to log in to the PartnerWorld application. Any personal information entered or pulled from the PPS application is used to create the necessary profile record within Global Partner Portal. No personal information is passed to other applications or is used for purposes other than creation of the necessary user record within Global Partner Portal. The Business Partner Administrative tasks include the following: 1. Creating a new position 2. Position naming guidelines 3. Adding a user


Creating a new position

Each user on Global Partner Portal must have a unique position that defines the user’s organization and the information that they can access in the application. For example, a user’s position indicates that they are associated to Company A and have access to the data for Company A but not for Company B. To create a new position, complete the following tasks:

A. Logging on to Global Partner Portal and accessing the Explorer view

B. Entering a unique position for a user.

C. Selecting the position type

D. Selecting the parent position (optional)

E. Inserting the position description

F. Saving the record


A. Logging on to Global Partner Portal and accessing the Explorer view 1. Access the Global Partner Portal Sign in screen.

The Global Partner Portal sign in screen is displayed. 2. Click the IBM User ID field.

3. Type your user ID. 4. Click the Password field. 5. Type your password.

The Password field is case-sensitive. 6. Click Submit.

The Global Partner Portal Home screen is displayed. 7. Click Site Map.


The Site Map is displayed.

8. Click Administration.

9. Click Organization Explorer.

The Administration, Organization Explorer view is displayed. Note: The name of your firm’s company headquarters and address in PartnerWorld Profiling System (PPS) is displayed.


B. Entering a unique position for a user Note: Each user in your firm must have a unique position record. To create a unique position for a user: 1. In the Organizations panel, click the + sign beside the name of the organization.

The Organizations, Positions, and Users folders are displayed.

2. Click the + sign beside Positions.

The Positions screen is displayed.

3. Click New.


The Edit Position applet is displayed.

4. Click the Position field. This is a free form text field. The position field uniquely identifies this position for this user and the type of access to data the user is allowed to have. For example, the name of the position for John Doe user indicates John has access to the information for the organization (Company A). The position name most often has the name of the user and the division field will default to your company organization so that the user has access to the information in your company organization.

5. Type the name of the position.

Notes: Required fields have a red asterisk (*) beside the name of the field, for example, *Position.

For more information about naming positions, click Position naming guidelines

C. Selecting the position type 1. In the Position Type field, click the list arrow.

The Position Type field indicates the position the user has in your organization so that it is easier for you to uniquely identify the user to their unique position.

A list of position types is displayed.

2. Click the correct position type, Partner Sales Rep, from the list.


D. Selecting the parent position (optional) Note: The Business Partner Administrator can select a parent position that is a Sales Manager. This will tie the user’s position to their manager. The Sales Manager should not have a parent position. The parent position assignment is optional at this time and may be used for future updates to the application. 1. Click the Parent Position field control icon.

The Pick Parent Position applet is displayed with a list of positions.

2. To select the parent position, click the chevron beside the parent position.

Your position as parent is selected.


3. Click OK.

E. Inserting the position description 1. Click the Description field. 2. Type the position description. Use the same position naming guidelines for consistency.

Note: Use this optional field to key in the actual name of the user being assigned the position.


F. Saving the record 1. Click Save.

The Positions screen is displayed with the new position.


Position naming guidelines

Information should be entered in the Position field on the Edit Positions applet in the following format: standard position name (based upon the role the user has in your organization in Global Partner Portal), followed by a dash, and then the user's first and last name. For example, BCC Business Partner Sales Rep - John Doe illustrates this suggested format. Note: This format does not apply to IBM-generated positions (see IBM-Generated Positions below). Position name for the OM only Business Partner position includes:

OM Business Partner Sales Rep - John Doe. The OM Business Partner Sales rep can create, update, and work with opportunities either passed from the IBM CRM system or generated from within the Business Partner organization. They can create, view, and edit opportunities they create and the opportunities to which they have been added to the sales team. If opportunity owner, the OM Business Partner Sales Rep can add additional resources from within the Business Partner organization or from other Business Partner organizations where a collaboration relationships exists.

Position name for the BCC only Business Partner position includes:

BCC Business Partner Sales Rep - John Doe. The BCC Business Partner Sales Reps do not receive e-mail notifications of Bid Certification Review Requests. The BCC Business Partner Focal Point will receive the e-mail notifications and add the BCC Business Partner Sales Rep to the opportunity to respond to the Bid Certification Review request. They can create, update and work with opportunities that they create and opportunities to which they have been added to the sales team. If opportunity owner, the BCC Business Partner Sales Rep can add additional resources from within the Business Partner organization or from other Business Partner organizations where a collaboration relationships exists.

Position name for the SVI only Business Partner position includes:

SVI Business Partner Sales Rep - John Doe. The SVI Business Partner Sales rep can register and enter new opportunities for Software Value Incentive. If the opportunity is accepted for SVI, then the SVI Business Partner Sales rep can progress the opportunity to closure and submit for SVI payment. They can create, view, and edit opportunities they create and opportunities to which they have been added to the sales team. If opportunity owner, the SVI Business Partner Sales Rep can add additional resources from within the Business Partner organization or from other Business Partner organizations where a collaboration relationships exists.


Users can often have multiple roles in an organization. In these cases, the user has functions from both roles. The following examples are position names for users with multiple roles Position name for SVI and OM Business Partner position:

SVI/OM Business Partner Sales Rep - John Doe. The SVI/OM Business Partner Sales Rep has the functions described for both SVI Business Partner Sales reps and OM Business Partner Sales reps as described above.

Position name for BCC and OM Business Partner position:

BCC/OM Business Partner Sales Rep - John Doe. The BCC/OM Business Partner Sales Rep has the functions described for both BCC Business Partner Sales reps and OM Business Partner Sales reps as described above.

Position name for BCC and OM and SVI Business Partner position:

BCC/SVI/OM Business Partner Sales Rep - John Doe. The BCC/SVI/OM Business Partner Sales Rep has the functions described for both BCC Business Partner Sales reps and OM Business Partner Sales reps, as well as SVI Business Partner Sales reps as described above.

Position names for Sales Management positions include:

Business Partner Sales Manager - John Doe. The Business Partner Sales Manager can view the opportunities for their sales team using the 'My Team's Opportunities' view. This allows the sales manager to assist their sales reps in maintaining the status of the opportunities for their team.

Business Partner HQ Sales Manager - John Doe. The Business Partner HQ Sales Manager can view all opportunities for the entire company. This allows them to assist their sales force in maintaining the status of all opportunities for the entire company.

IBM Generated Positions - Do Not modify or delete. IBM generated positions are assigned by IBM and cannot be created by you, nor should they be modified or changed. These positions are an integral part of Global Partner Portal and are necessary for the Opportunity Management and Bid Certification Center functions to operate properly.

BCC BP Focal x (where x is '1' or '2'). The BCC Business Partner Focal receives e-mail notifications when a review is required. They can also view all opportunities across an organization. A Business Partner organization is limited to two BCC BP Focals.

BP Oppty Focal x (where x is '1' or '2'). The Business Partner Oppty Focal can view or edit all opportunities for the entire company. This allows them to assist their sales force in maintaining the status of all opportunities for the entire company. They can make updates to the opportunities for their team without being on the sales team themselves. They can add or change sales team members to an opportunity. A Business Partner organization is limited to two Business Partner Oppty Focals.


Adding a user

Note: You must execute the ‘creating a new position’ process before you add a user. You must have a valid and active IBM ID for the user before adding the user record. Also, the user must be associated with your Business Partner firm in PartnerWorld Profiling System (PPS). To add a new user, you must complete the following tasks:

A. Logging on to Global Partner and access the Explorer view

B. Downloading the required information about the user from PPS

C. Associating the new user with a position

D. Assigning a responsibility to the new user

E. Saving the record

F. Inviting the new user to access Global Partner Portal

G. Terminating User Access


A. Logging on to Global Partner Portal and access the Explorer view 1. Access the Global Partner Portal sign in page. 2. In the User ID field, type your user ID.

Note: The User ID field is case-sensitive. 3. In the Password field, type your password. 4. Click Submit.

The Global Partner Portal Home Page is displayed.

5. Click Site Map.

The Site Map is displayed.


6. Click Administration.

7. Click Organization Explorer.

The Administration, Organization Explorer view is displayed.

B. Downloading the required information about the user from PartnerWorld Profiling System (PPS) 1. Click Organization Explorer. 2. In the Organizations pane, click the + sign beside the name of the organization.

The Organizations, Positions, and Users folders are displayed.


3. Click the + sign beside Users. The Users screen is displayed.

4. Click New

The User applet is displayed.

5. Click the IBM ID field. 6. Type the IBM ID of the user you are adding.

Notes:

Use the IBM ID field and allow the Partner Profile System (PPS) to provide other required user information.

The user you are adding must be registered in the PartnerWorld Profiling System (PPS) with a valid IBM ID that is associated to the Business Partner firm that the user has being added to in the Global Partner Portal. If the user is not registered in PPS, contact PartnerWorld Contact Services. They will help you register the user in PPS.

7. Click PPS Query.

The following message is displayed, “You have unsaved changes on Users, Continue?”


https://www.ibm.com/partnerworld/page/pw_com_ctp_index

8. Click OK.

The system downloads the information about the user from PPS and returns you to the user list applet.

9. View the data and verify that it is correct.

o If the data displayed is correct, continue to "Associating the new user with a position".

You can modify some of the information that is downloaded from PPS; however, the automated linkage from Global Partner Portal and PPS will overlay your updates with the information from PPS. To ensure your changes are incorporated, make the modifications in PPS and they will automatically flow to Global Partner Portal.

o If the data displayed is incorrect: Click Cancel. The user information must be correct in PPS before proceeding.

There is an automated linkage between PPS and Global Partner Portal. Information from PPS will overlay anything entered into Global Partner Portal. Therefore, the data must be correct in PPS first, and then will automatically flow correctly to Global Partner Portal. Contact the Authorized Profile Administrator of the PPS system for your firm or

click the following link PartnerWorld Contact Services for assistance. Wait for updates to PPS before retrying.



C. Associating the new user with a position 1. Click the Position field control icon.

The Positions Occupied applet is displayed.

2. Click New.

The Add Positions applet is displayed with list of positions.

3. Select the check box for the unique position that you have created for this user. 4. Click OK.

The Positions Occupied is displayed, and the new user's position displays.


5. Click OK.

Note: You cannot assign a position already assigned to another user to the new user. If you attempt to assign an “already assigned position” to a new user, the Global Partner Portal application generates the following error message:

This ensures that the data entered by each Business Partner is tied to that specific user and the data will not get lost.

1. Click the Back button to return to the Add Positions screen. 2. Select a unique (not already assigned) position for the new user.

The Users screen is displayed, and the new user's position is displayed in the Position field. The primary checkmark indicates the position associated to the user when they log in to Global Partner Portal

6. Click Accept PPS Data.

The data is transferred to Global Partner Portal. The following message is displayed, “You have unsaved changes on Users, Continue?”


7. Click OK.

The system downloads the information about the user from PPS and redisplays the user list applet.

8. Click Save.


D. Assigning a responsibility to the new user Responsibility assignment is required for each user for access to Global Partner Portal. Responsibilities determine the screens for each user on Global Partner Portal. If the user does not have any responsibilities assigned, they see a blank screen when they log into Global Partner Portal. To assign a responsibility to the new user: 1. Click the hyperlink on the user's last name.

2. In the user record, click the Responsibility field control icon.

3. In the Responsibilities applet, click New.


You can select from the following responsibilities. Be aware that a user can have more than one responsibility. All of the BP Sales Rep responsibilities include:

o Allowing the user to register, update and view opportunities that are entered by themselves or where they are a member of the sales team for the opportunity. When a BP Sales Rep registers a new opportunity, they are the 'opportunity owner'. They can add or remove other users from within their Business Partner organization or IBM channel Reps to the sales team of their opportunity. They can also add users from other Business Partner organizations where a collaboration relationship exists. They cannot view or update opportunities entered by other users where they are NOT on the sales team.

o Additional functions are identified below for each of the unique BP Sales Rep responsibilities:

BP Sales Rep - OM - This responsibility allows the user to register new OM opportunities in Global Partner Portal.

BP Sales Rep - BCC. This responsibility allows the user to respond to IBM Bid Certification Review Requests

BP Sales Rep - SVI. This responsibility allows the user to register/enter opportunities and submit them for Software Value Incentive

BP Sales Management responsibilities:

o BP HQ Sales Manager. This responsibility allows the user to view opportunities entered by the entire company. This allows them to assist their sales force in maintaining the status of all opportunities for their entire company,

o BP Sales Manager. This responsibility allows the user to view opportunities entered by their sales team. This allows them to assist their sales team in maintaining the status of all opportunities for their team

BP Team member responsibility:

o BP Member - SVI. This responsibility allows the user to only view opportunities where they are added as a member of the sales team for the opportunity.

Note: If you want users to be able to run Opportunity Revenue Pipeline reports for your firm, ensure they have a responsibility of BP Oppty Focal Point or BP HQ Sales Mgr.


4. Select the box next to the appropriate responsibility for this user. 5. Click OK.

The Responsibilities assigned are displayed.

6. Click OK.

To add more than one responsibility to the same user: 1. Click New again in the Responsibilities applet. 2. Select the responsibility to add. 3. Click OK.


E. Saving the record 1. Click Save.

2. When all the responsibilities are assigned, click OK.

The Users screen with a list of responsibilities is displayed. The first responsibility you assigned displays in the User applet below; however, all of the responsibilities you assigned are available to the user. After saving, the system returns you to the user detail applet

Figure 1: User Record


F. Inviting the new user to access Global Partner Portal Verify that the information for the new user is accurate and that the user record is highlighted as above in Figure 1: User Record. 1. Click Invite.

The system performs the following tasks:

o Sends the Welcome to Global Partner Portal e-mail to the new user. o Updates the *Invited Status field to Invited. o Updates the Feedback Text field to "An e-mail has been sent to selected employee".


G. Terminating User Access When a Business Partner user needs their access to Global Partner Portal terminated, there are several actions that need to occur to ensure that:

The user is no longer able to log into the Global Partner Portal application.

Existing data associated with that user is not lost. Warning! User records should not be deleted from the Global Partner Portal system. Deleting the user record can result in opportunity data being lost and no longer visible to the Business Partner Due to the complex nature of these tasks above, the Business Partner Administrator, at the Business Partner firm, should contact the IBM Help Desk and identify that you have a user whose access to Global Partner Portal needs to be terminated. The IBM Help Desk will direct your call to the appropriate IBM Business Operations Team. This team contacts the Business Partner Administrator to discuss the actions to be taken and will work with you to terminate the users' access to Global Partner Portal. The tasks the IBM Business Operations Team will discuss with the Business Partner Administrator include:

If the user has been terminated in PartnerWorld.

How the user's login id will be renamed to prevent the terminated user from signing onto the Global Partner Portal application.

To whom, within the Business Partner organization, should any existing opportunities, accounts, contacts or activities associated to the terminated user be assigned and how they will be reassigned.

How the terminated user will be indicated in the system so that they do not display in any employee pick lists used in adding members to opportunity sales teams, account teams, or contact teams.


Setting the Preferred Language for users

If the Business Partner Administrator sets a preferred language for a Business Partner user in Global Partner Portal - OM, the user can receive some e-mails in their own local language, rather than in the default language, which is English. The user cannot set their own preferred language in Global Partner Portal – OM. The Business Partner Administrator of the user's organization must set the preferred language for the Business Partner user. For a new user, add the preferred language on the same screen that you assign a responsibility to the new user. To set the preferred language for an existing user: 1. Log into Partner Portal as the BP Admin of the Organization. 2. Click Site Map. 3. Click Administration -> Organization Explorer.

4. In the Organizations explorer pane, click the plus sign + by your Organization name to expand it.

5. Click the Users plus (+) sign to expand it.


6. In the Users applet, click the hyperlink of the desired user's Last Name.

7. Click the Preferred Language field arrow.

8. Click the user’s preferred language. Note: The only languages in this list that are currently supported for e-mails are:

Chinese (PRC)

Chinese (Taiwan)

German

English-American

Spanish (Modern)

French


Italian

Japanese

Korean

Portuguese-Brazilian 9. Click Save.


Classifying Opportunities

Business Partner Administrators have a great deal of flexibility in creating a classification system to categorize their firm’s opportunities. They should define a naming system to view and report opportunities in a way that is relevant to the way their firm operates. Once this naming system is set up in Global Partner Portal, sorting procedures can be used to show the data grouped by the categories defined. The classification field has a maximum of 10 characters; however the classification strategy set up in Global Partner Portal does not need to use all 10 available characters. It is up to the person designated by the firm to decide what each one of the potential 10 characters represents. Definition of the naming system may be performed by anyone in the BP firm, but it must be set up in Global Partner Portal by the Business Partner Administrator or Opportunity Focal Point. It is a good idea to plan the classification system on paper before setting it up in Global Partner Portal. The structure should be as simple as possible. Once the coding structure is determined, it is the responsibility of the Business Partner Administrator or Opportunity Focal Point to communicate to their users what each character in the Classification ID represents and how to add the Classification ID to the Sales Team. Be aware that once the system is established, modifying, changing, or deleting the classification on opportunities is a manual process.

Opportunity Classification Benefits Using an opportunity Classification ID allows you to associate your own internally meaningful codes to opportunities that can be used as criteria in queries and in searching for specific opportunities. The ten-character Classification ID allows you to assign your own meaningful codes to the opportunities in Global Partner Portal. After a Classification ID is assigned to opportunities, you and other users in your organization, can run queries and search for opportunity information, using your organization's specific code values. The ten-character Classification ID can follow your existing internal organization or reporting structured codes. Each character or group of characters of the Classification ID can represent whatever meaning you decide. Not all of the ten characters must be used, but the system formats the code characters as xx-xxx-xxx-xx in the Classification ID field. Once established by the Business Partner Administrator or Opportunity Focal Point, the Classification ID codes and their meaning must be communicated to your Global Partner Portal users, so they can assign the Classification ID to their opportunities. After assigning their opportunities a Classification ID, Global Partner Portal users, within your organization, can query for opportunities using query "wild card" characters and the code value characters relevant to your firm.


The matrix below is an example of a basic classification system.

Opportunity Classification Example:

Characters 1 and 2 of the Classification ID

Characters 3,4,5 of the Classification ID

Character 6 and character 7 of the Classification ID

CA=California AZ=Arizona TX=Texas

N00=Zip codes in Northern region of the state S00=Zip codes in Southern region of the state

JD=Sales Manager John Doe KS=Sales Manager Kris Smith CJ=Sales Manager Charlie Jones


A. Setting up a Classification System To set up a classification system for an organization, perform the following: 1. Click the Partner tab.

2. In the lower applet, under Opportunity Classification, click New.

3. In the Classification ID field, type the Classification ID, for example CAN00JD.

4. Click the Description field 5. Type the description, for example California-North-Sales Manager John Doe. 6. Click Save.

Note: The opportunity classification in this example is for demonstration purposes only. Develop a system that is meaningful to and consistent with the procedures within your organization. Refer to the following topics in online Help for further information on developing and using Opportunity Classification ID:


Establishing Opportunity Classification

Using Opportunity Classification

B. For Business Partners working with opportunities: Once the classification structure is established, you can add the appropriate classification ID to your opportunities in the Sales Team field. 1. In the opportunity record, click the Sales Team field.

The Sales Team window displays.

2. Click the Classification ID field control icon. The Opportunity Classification window is displayed.

3. Click the chevron in front of the proper Classification ID. The Classification ID record is highlighted (all available Classification IDs are presented). Each opportunity can have only one Classification ID assigned at a time. If a sales team member changes the Classification ID, they will overwrite a previous Classification ID assigned by their team member colleague.


4. Click OK to close the Opportunity Classification window.

5. Click OK to close the Sales Team window. The classification ID is associated with the opportunity through the sales team member.

6. Click Save to save the record.

From the Opportunity List view, you can use the classification ID to sort based on specific categories of opportunities or to query for specific categories of opportunities.


Opportunity Classification Benefits Using an opportunity Classification ID allows you to associate your own internally meaningful codes to opportunities that can be used as criteria in queries and in searching for specific opportunities. The ten-character Classification ID allows you to assign your own meaningful codes to the opportunities in Global Partner Portal. After a Classification ID is assigned to opportunities, you and other users in your organization, can run queries and search for opportunity information, using your organization's specific code values. The ten-character Classification ID can follow your existing internal organization or reporting structured codes. Each character or group of characters of the Classification ID can represent whatever meaning you decide. Not all of the ten characters must be used, but the system formats the code characters as xx-xxx-xxx-xx in the Classification ID field. Once established by the Business Partner Administrator or Opportunity Focal Point, the Classification ID codes and their meaning must be communicated to your Global Partner Portal users, so they can assign the Classification ID to their opportunities. After assigning their opportunities a Classification ID, Global Partner Portal users, within your organization, can query for opportunities using query "wild card" characters and the code value characters relevant to your firm.


Establishing Business Partner Collaboration

Before collaboration can occur, you as the Business Partner Administrator must explicitly agree to collaborate on opportunities by checking a box on the Partner information applet and designate who will be the company contact. Once you have done that, other Business Partners will be able to add sales team members from your firm to opportunities. To enable opportunity collaboration for your firm: 1. Click the Partner screen tab. 2. Click Edit. 3. Click the Enable Oppty Collaboration checkbox. 4. Click the Company Contact Last Name field control. 5. Click the desired last name. 6. Click Pick.

The remaining fields: Company Contact First Name, Company Contact Email, and Company Contact Position are completed for you.

7. Click Save. The Enable Oppty Collaboration field is set to Yes.


Controlling lead pass emails

Business Partner Administrators and Opportunity Focal Points only: You can have multiple Opportunity Focal Points and can control whether or not they receive Lead Pass emails, giving you more flexibility in planning coverage for your opportunities. To view the opportunity focal points for your firm: 1. Logon as the Business Partner Administrator for your firm. 2. Click Site Map. 3. Click Administration – Organization Explorer. 4. Click the + to expand the information for your organization. 5. Click the + to expand the Positions information.

There are three new fields on Position records:

BP Opty Focal - If this field is set to Yes, this position is an opportunity focal point. You can have one or more opportunity focal points in your firm. You cannot change this field. Contact PartnerWorld Contact Services if you would like to add or remove an opportunity focal point.

Primary BP Opty Focal - If this field is set to Yes, this position is the Primary Business Partner Opportunity Focal Point. There can only be one Primary Business Partner Opportunity Focal Point. You cannot change this field. Contact PartnerWorld Contact Services if you would like to add or remove a Primary Opportunity Focal Point.

Receive Lead Pass Emails - This field indicates whether the position will receive Lead Pass Emails. This checkbox is editable and you can go to the Positions view and reset the Receive Lead Pass Emails Flag to No if you don't want a particular position to receive mails. Notes:

o If you are creating a position and do not want the position to receive Lead Pass emails, you must:

1. Click Menu field arrow. 2. Click Save Record to save the position record with the default Lead Pass

email value of enabled.





o Only BP Opportunity Focal point positions can be set to receive Lead Pass e-mails. o Opportunity Focal Point positions are automatically defaulted to receive Lead Pass

e-mails when created. However, you can stop the e-mails using the following procedure.

If you do not want a position to receive Lead Pass E-mails: 1. Logon as the Business Partner Administrator for your firm. 2. Click Site Map. 3. Click Administration – Organization Explorer. 4. Click the + to expand the information for your organization. 5. Click the + to expand the Positions information.

6. Highlight the record showing the position that you would like to stop receiving Lead Pass emails. Note: Only BP Oppty Focal Point positions can be set to receive Lead Pass emails.


.

7. Click the checkbox in the Receive Lead Pass Emails field to uncheck it.

8. Click the Menu field arrow.


9. Click Save Record.

10. Click off the record. The Receive Lead Pass Emails field is now set to No. The procedure is the same if you would like to start Lead Pass emails for this position.

Note(s):

The Receive Lead Pass Emails checkbox cannot be set to Yes if the BP Opty Focal checkbox is not set to Yes. You must be a Business Partner Opportunity Focal Point to receive Lead Pass emails.

The Receive Lead Pass Emails checkbox cannot be set to No if the Primary BP Opty Focal checkbox is set to Yes. The Primary Business Partner Opportunity Focal Point must receive Lead Pass emails.



Where to find help with Global Partner Portal

Contact PartnerWorld Contact Services.


global partner portal - ibmsc4.ihost.com/gpp/2_0/prod/other/enu/gpp_bp_admin_guide.pdf · global...

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