{"id":9116,"date":"2025-05-08T11:59:17","date_gmt":"2025-05-08T09:59:17","guid":{"rendered":"https:\/\/partnernews.sophos.com\/en-us\/?p=9116"},"modified":"2025-05-09T09:55:22","modified_gmt":"2025-05-09T07:55:22","slug":"simplify-your-sales-process-set-a-preferred-distributor-in-the-sophos-partner-portal","status":"publish","type":"post","link":"https:\/\/partnernews.sophos.com\/en-us\/2025\/05\/partner-program\/simplify-your-sales-process-set-a-preferred-distributor-in-the-sophos-partner-portal\/","title":{"rendered":"Simplify Your Sales Process: Set a Preferred Distributor in the Sophos Partner Portal"},"content":{"rendered":"<p>Did you know you can streamline your quoting and renewal process by selecting a <strong>Preferred Distributor<\/strong> in the Sophos Partner Portal? This helpful setting ensures greater consistency and efficiency by automatically assigning your chosen distributor to new opportunities and renewals.<\/p>\n<h2><strong>Why Set a Preferred Distributor?<\/strong><\/h2>\n<p>Once designated in your Partner Portal settings, your Preferred Distributor will be automatically applied in the following ways:<\/p>\n<ul>\n<li><strong>Deal Registrations &amp; Quotes<\/strong>: The Distributor field auto-populates with your Preferred Distributor whenever you create a new deal registration or quote. You can still change it if you choose to use a different distributor for a specific transaction.<\/li>\n<li><strong>Renewals<\/strong>: Renewal opportunities will default to your Preferred Distributor, even if the original contract listed a different one.<\/li>\n<li><strong>Amendments<\/strong>: You can only create amendment opportunities (e.g., adding licenses mid-term) if the distributor matches your Preferred Distributor. If it doesn\u2019t, please contact your Sophos representative for assistance.<\/li>\n<\/ul>\n<p><strong>\u00a0<\/strong><\/p>\n<h2><strong>How to Set a Preferred Distributor?<\/strong><\/h2>\n<p>If you\u2019re a partner portal administrator, go to the <a href=\"https:\/\/partners.sophos.com\/English\/Reseller\/profile\/settings.aspx\">settings<\/a> page in the Sophos Partner Portal to select your Preferred Distributor.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-9122\" src=\"https:\/\/partnernews.sophos.com\/en-us\/wp-content\/uploads\/sites\/3\/2025\/04\/sophos-preferred-distributor-settings-v2.png\" alt=\"\" width=\"577\" height=\"182\" srcset=\"https:\/\/partnernews.sophos.com\/en-us\/wp-content\/uploads\/sites\/3\/2025\/04\/sophos-preferred-distributor-settings-v2.png 577w, https:\/\/partnernews.sophos.com\/en-us\/wp-content\/uploads\/sites\/3\/2025\/04\/sophos-preferred-distributor-settings-v2.png?resize=300,95 300w\" sizes=\"auto, (max-width: 577px) 100vw, 577px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Can\u2019t access settings or need help?<\/strong><\/p>\n<p>Contact one of <a href=\"https:\/\/partners.sophos.com\/English\/Reseller\/profile\/settings.aspx\">your organization\u2019s Partner Portal administrators<\/a> (listed at the bottom of the page) or <a href=\"https:\/\/www.sophos.com\/en-us\/partners\/partner-care.aspx\">reach out to Sophos Partner Care<\/a> for assistance.<\/p>\n<p>For step-by-step instructions and FAQs, refer to this <a href=\"https:\/\/partners.sophos.com\/prm\/English\/s\/assets?collectionId=14042&amp;renderMode=Collection&amp;q=%22Preferred%20Distributor%22\" target=\"_blank\" rel=\"noopener\">\u00a0guide<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Determine a Preferred Distributor in your partner portal settings that will automatically populate on all your opportunities and renewals<\/p>\n","protected":false},"author":11,"featured_media":3000009117,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4],"tags":[176,121],"coauthors":[64],"class_list":["post-9116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-partner-program","tag-getting-started","tag-sophos-partner-portal"],"jetpack_featured_media_url":"https:\/\/partnernews.sophos.com\/en-us\/wp-content\/uploads\/sites\/3\/2025\/04\/featured-image-preferred-distributor.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts\/9116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/comments?post=9116"}],"version-history":[{"count":6,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts\/9116\/revisions"}],"predecessor-version":[{"id":9135,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/posts\/9116\/revisions\/9135"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/media?parent=9116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/categories?post=9116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/tags?post=9116"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/partnernews.sophos.com\/en-us\/wp-json\/wp\/v2\/coauthors?post=9116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}