How to approve a new deal?
1. Click on the Manage tab, then Deal Registration, and Deal Registration Approval
- 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.
2. Under, Deal Registration Approval, find the request you’d like to approve or reject. Select, “Approve” or “Reject” on the right-most column based on how you’d like to have the outcome.
3. The User that submitted the request will get an email notifying them of the Approval or Rejection of their Deal.
4. You can view the list of the Approved Deals and the Rejected Deals from the respective folder.
5. If there are possible conflicts, the "Similar Requests" option will show you what appear to be similar deals. Click this to review and approve or reject:
Related Articles
How can I share a registered deal and assign ownership?
Introduction: In this article, we will explore how you can efficiently share registered deals and assign ownership within your management system. This guide will assist you in navigating through the necessary steps with clarity. Navigating to Deal ...What notifications are included in deal registration?
1. Once the Deal registration is submitted, the partner user or deal owner will receive an email notification with the subject - Your Deal Request Submitted. Here is a screenshot for email notification: 2. Once the Deal registration is submitted, the ...How do I Convert a Deal Into an Opportunity?
To convert a deal to an opportunity, go to “Manage” > “Deal Registration” > “Deal Registration Request” Click on the “Approved Deals” tab, find the deal that you wish to edit, and click on the opportunity button. Select the Opportunity Type and hit ...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 ...How to Register yourself in a portal
The "Register" feature allows users to sign up for access to the portal. Please note: The availability of the "Register" option may vary by portal. If you do not see the "Register" option in your portal, please contact your admin user for assistance. ...