Signed up for a new partner portal today, and had quite the monday Funday experience.

Pretty reputable company, but im not gonna flame them cuz it was as honest mistake.

I needed a rush portal authorization for a 911 retro fix on some gear. Hit my team late Friday and asked them to crunch the weekend for it. Woke up at 6am to my creds.

Log into the portal and go to qualify my first opportunity. They have a customer search type thing similar to quick books business pay. Where you type in the business and it autopopulates the address. The client side is meant to just be the corporate address, or a placeholder for them to tag products internally that are for the same client, regardless of installer.

Like installer x, y, z can enter for company A. But company x will only see qualified opportunities for company x.

Internally the sales team sees that company A has 3 systems with QOs from x,y,z.

So I search up my client, and I see everything. Every location, lead, follow up, and all of the client side detail.

I knew I was in a gray area, so I instant called my RSM and created an opportunity with every field called #please delete my account#

I was trying to explain to my RSM how I got to the screens I was at, but he didn't have high enough level access to get there. I had buttons that he did not.

After about 30 minutes they had my account fixed.

Someone is getting fired tomorrow