Business situation
Sales progresses an opportunity in CRM while the partner’s contribution remains in a separate spreadsheet.
The key decision
Separate the customer, opportunity and contribution. Agree protection periods and conflict resolution without permanently assigning every customer.
How implementation works
Map CRM opportunities, retain referral evidence and confirm ownership changes. Restrict partners to authorized progress.
Business value and evolution
Sales retains its familiar workflow and channel managers can explain attribution as regions and partner tiers expand.