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

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