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I am trying to understand the options for licensing and configuring a solution that enables:
1. End Consumer (potentially 100,000s+) purchases product online or direct through Network member. Requirement to capture End consumer details (online direct to CRM or manually by Network member). Product is not delivered, it needs to be installed at a Network member location.
2. If sold via website, End Consumer has option to select Network member location.
3. If sold via website, Network member advised of End consumer.
4. Network member (up to 700 members) schedules and performs installation. (they may or may not update schedule details against end consumer - it is desired but dependent up Network member performing).
5. Network member updates installation as performed, including product serial number details.
6. End consumer details to be used for marketing and service/warranty purposes.
Desire is the use 365 Sales as the platform.
In order for Network members to create, update End consumer - what is the best option? I'm assuming Team member license only allows this to the Contact level + you pay for a license. If Team member licensing - is it best to have end users as contacts only?
Am i correct in assuming a Network member cannot be an External user as they maybe creating, updating data?
If a portal is built for Network members, assume they need to be licensed in some manner to create update data - please advise?
Thank you.
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