CRM
Partner Board - CRM Publish
Publish CRM opportunities from your own Lynx to a vendor partner board for approval
lynx_partner_program_crm_publish
· v19.0.1.0.1
· Complément
Ce que cela résout
Partner Board - CRM Publish
A licensed addon for channel partners who run their own Lynx. Track opportunities in your own CRM as usual, then publish a lead to your vendor's partner deal-registration board for approval with one click, instead of re-keying it into their portal.
Key Features
Publish button - "Publish to Partner Board" on the opportunity posts it to the vendor's REST API, creating and submitting a deal registration under your partner account.
Recurring revenue - carries the opportunity's expected MRR (and one-time revenue) to the board.
Status follow-up - the lead shows the board reference and status (submitted/accepted/refused), refreshed on demand or by a daily job.
Portal-issued key - authenticate with the scoped API key you generate in one click from the vendor's partner portal; no internal access needed.
Configuration
Settings > Partner Board: set the vendor URL and paste the API key generated from the vendor's partner portal.
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