How do I Submit a Deal Registration Request?

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”.  
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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”.   


Notes

 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.

NotesNote: 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.  


InfoChannel 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


InfoOverview


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.



Notes

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





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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.

    Info
    Super Admin users now have the ability to customize the grid layout within the Deal Request page folders:

  1. Pending Deals
  2. Approved Deals
  3. Rejected Deals

  • Any customization made by the Super Admin will be applied company-wide and will be visible to all partner users.



    Custom Grid Configuration

    Adding Custom Columns

    Super Admin users can modify the grid by adding custom columns to display additional deal-related information.

    • Custom columns added to the grid will be visible to all users across the company.

    • Partners will be able to view the updated grid layout, including all newly added columns.

    Export Behavior

    When exporting data from the Deal Request page:

    • The export will include all custom columns added to the grid.

    • The exported file will maintain the same column structure and order as displayed in the grid.

    This ensures consistency between on-screen data and exported reports.


    Resetting to Default Grid Layout

    Super Admin users can revert the customized grid layout back to the system default configuration.

    To reset:

    1. Click the “Set to Default Grid” button.

    2. The grid will revert to the original default columns.

    3. All previously added custom columns will be removed.