What's in Deals Management
Introduction
Administrators configure the Deals Management module to enable partners to register deals, manage leads, and close sales opportunities effectively.
Viewing Registered Deals
Administrators manage and track all registered deals submitted by partners, ensuring pipeline visibility and accurate forecasting, with the ability to perform bulk deletions.
Export Registered Deals
Administrators export registered deal data from the platform for analysis, reporting, or migration. Select specific deals, define the export format and fields, and save configurations.
Create View Registered Deals
Administrators create and manage custom views for registered deals by tailoring displayed columns and applying specific filters.
Filter
Administrators and partners use the Filter tool to define, save, and apply custom filters to the Registered Deals list. This enables efficient management of partner-registered opportunities.
Add/Edit a Registered Deal
Administrators and partners use this feature to view, edit, and track registered deals, centralizing management of qualified sales opportunities.
View a Registered Deal
Administrators and partners view registered deal details, including status, financials, tasks, and notes, for pipeline management and accurate commission calculation.
Add/Edit Deal Line Items
Administrators and partners use this feature to add and manage individual products and services as deal line items, ensuring accurate valuation and commission calculations leveraging the Price Book.
Add/Edit a Task
Administrators and partners use this module to create, manage, and monitor tasks linked to records like deals, ensuring proper assignment and tracking for sales pipeline progression.
Add/Edit a Note
Administrators and partners use this feature for adding, editing, and managing notes with attachments for records like deals, ensuring all contextual information is centralized.