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Deal Registration

Written by Christian Martin

Your partner will have the ability to register deals with you, and you will have the ability to approve or deny deals that are sent to you.

  • On the vendor side, you go to “Registered Deals,” and then you can view each deal. Click on “Details,” and you will be able to see information on the deal and have the option to either approve or deny the deal under “status.”

  • On the partner side, they simply create an opportunity, and as they fill in the information at the bottom, they will have an option called “Register Deal.” They just click on add deal, select the appropriate vendor, and it will be sent to your vendor account.

***Reminder: Even if the partner marks the deal as won in their CRM the Total Revenue Impact widget will not populate with any numbers unless you have approved the deals in your Registered Deals module.***

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