Deal Registration
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 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 ...