With the Distributor Assignment feature enabled, Partners with Distributors assigned to them will only be able to select those Distributors from the Distributor picklist when registering Deals.  Partners without assigned Distributors will not see the Distributor picklist when submitting Deals. 


Also, Distributors will only be able to register Deals and/or track the progress of the Deals associated with the Partners they are assigned to. 


To enable the Distributor Assignment feature, go to Settings > Distributor Module Settings > enable the "Partners can only select from their assigned Distributors" option > Save. 

Distributor Assignment Settings 


How do I assign Distributors to Partners?  


You can assign Distributors to Active Partners (only) from the Distributor and Partner Management lister view pages. 


Go to Distributor Management > select the checkboxes next to the Distributor(s) that you want to assign a Partner to > Actions > Assign to Partner > select the appropriate Partner from the picklist > Save.  


The Actions menu also includes the ability to: 

  • Replace Partner Assignments- allows you to change/replace the Partners that are currently assigned to the selected records.
  • Remove from Partner- allows you to remove Partners from the selected records.

Distributor Lister View - Assign to Partner (bulk)


You can also assign Distributors to Partners by going to  Partner Management > select the checkbox next to the Partner(s) that you want to assign a Distributor to > Actions > Assign to Distributor > select the appropriate Distributor from the dropdown > Save. 


The Actions menu also includes the ability to: 

  • Replace Distributor Assignments- allows you to change/replace the Distributors that are currently assigned to the selected records.
  • Remove from Distributor- allows you to remove Distributors from the selected records.

Partner Lister View - Assign Distributor (bulk)