Dealhub Academy

Working with Partners
Working with Partners
Learn how to configure DealHub for partner-based selling - from managing partner levels and discounts to enabling partner-led quoting through PRM integrations.
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About the Course

You will practice to:

  • Set up Partner Levels to define types like Resellers and Distributors
  • Create Partner Programs with tiered discounts based on product tags

You will also review how to:

  • Build dynamic partner pricing based on CRM data
  • Configure Playbooks for channel managers and partner users
  • Customize output documents and approval workflows
  • Support self-service quoting through PRM or Salesforce Community
Duration
30 mins
Course Level
Advanced
Part of
Advanced Admin Learning Path
Value in Points
300
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