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How to add a VAR/Reseller name in OCM?

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New Contributor

Hello,

 

We are small business with Office 365 premium package. Just started to use the OCM, is it possible to add Reseller's information in the deal?

 

I mean, for B2B business, nearly every deal have resellers, when you talk about the deals, you also need to talk about the reseller information (it is also a company with contacts inside).

 

Thank you.

3 Replies
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Hi Xiaokun,

 

You can add Deal name, company, contacts, start/end dates, and activities of their own.

https://support.office.com/en-us/article/create-contacts-companies-and-deals-in-outlook-customer-man...

 

Thanks,

Johnny Zhang

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Hi Johnny,

 

Thank you for your quick answer. However this is the introduction of the basic function of OCS. What I mean is in each "deal", there should be a "reseller" function, similar as the "company".

 

I tried to add a new Column, but the there is no company option, see the attached picture. Can you kindly give me more instructions?

 

Thank you very much.

 

BR, Xiaokun

 

 

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Hi Xiaokun,

 

It seems there is no option for your requirement. Given the situation, you can submit feedback via https://outlook.uservoice.com/forums/407082-outlook-customer-manager  Thanks.

 

Thanks,

Johnny Zhang