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:
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