Setting up competitors, partners, and other entities
As discussed in Chapter 7, Getting to Know the Organization’s Entities and Items, these entities are not always needed. When your client does need to track their competitors, though, they will almost certainly need to secure the data, to keep some or most users from accessing it. Use the roles you set up previously for this, by removing the competitor list from lower-level users’ permissions and making sure only the right people are allowed to edit and view these records.
When a client wants to use partners, it is usually so they can enable promotions and similar offers for these selected entities. This is an opportunity to explain to them how Partner center can be useful in this regard. For example, if a company signs up partners to sell into certain markets, they might offer incentives to those partners for sales completed within certain time frames or for a specific product line. You will also do well to know...
