How do I Submit a Deal Registration Request?

1. Click on the Manage tab, then Deal Registration, and Deal Registration Request. Under, Deal Registration Request, select “Create Deal Request”.  

Note: this may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection.

3. Fill in the data entry fields on the Deal Registration Request Form, and then click  “Save”.   

 Standard fields included by default are listed below:

A. First Name: Enter the first name of the relevant contact for this deal.

B. Last Name: Enter the last name of the relevant contact for this deal.

C. Email: Enter the email address for the contact here.

D. Company: Enter the company name here.

E. Direct Number: Enter the work number for the contact here.

F. Title: Enter the title for the contact here.

G. Comments: Enter comments here, if any.

Note: These Deal fields can be customized if you are in the Channel or Enterprise programs via a Support ticket. Ask your consultant for more information.

Your Deal is now created. You will receive a notification email once your channel manager accepts or rejects the deal.  

Channel Managers can learn how to accept and reject deals here: How to approve a new Deal

How to Export Deal Registration Data with Default Owner and Requester Fields

Overview

A new update enhances the Export functionality on the Deal Registration Request page by automatically including key requester and owner information. This change improves transparency and reporting accuracy for both Approved and Rejected deals.

What’s New in the Export File?

When you export deals from the Deal Registration page, the following fields are now included by default for all records:

Requester Information

• Requester Name

• Requester Email

• Requester Company Name

Owner Information

• Owner Name

• Owner Email

• Owner Company Name

Where This Applies

This enhancement is available for:

• Approved Deals

• Rejected Deals
  
  

Regardless of the folder or status filter applied, the exported file will now contain these six fields.

How to Export Deal Records

1. Go to the Deal Registration module.

2. Apply filters as needed (e.g., Approved, Rejected).

3. Click the Export icon or button.

4. The downloaded file will include the new fields listed above

Benefits

• Improved Audit Trails: View who submitted and owns each deal without needing to cross-reference other records.

• Enhanced Reporting: Ready-to-use data for CRM import, BI dashboards, or Excel-based summaries.
  

• Faster Analysis: Quickly evaluate trends or ownership performance across deal types.

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