What information can I view for a registered deal?

You can view comprehensive details including the deal's status, financial details, associated partner, line items, tasks, and notes. This provides a granular look at critical data points like sales stage and expected close date.

Who uses the 'View a Registered Deal' feature?

Both UPM administrators and channel partners use this feature. Administrators use it to monitor partner sales activity, while partners use it to track their deal's progress.

How do I access the details of a registered deal?

From the Registered Deals list view, click the link in the 'Deal Name' column for the specific deal you wish to review.

Can I convert a registered deal into a co-sell opportunity?

Yes, you can initiate the process to convert a registered deal into a co-sell opportunity directly from its detail view. This enables joint selling efforts between the vendor and the partner.

What associated information is available for a registered deal?

You can view partner contact details, a list of product line items with their values, tasks with due dates and statuses, and notes documenting discussions or contextual information.

View Registered Deal Details and Status in UPM

Overview

The Registered Deals module is a central repository for all sales opportunities that partners have formally claimed for protection and tracking. When a partner identifies a qualified sales opportunity, they submit a deal registration to the vendor. This process ensures that the partner receives credit and potential commission for the deal, and it allows the vendor to avoid channel conflicts and gain visibility into the partner's sales pipeline. Each registered deal progresses through various stages, from submission and approval to eventual closure as 'Won' or 'Lost'.

Viewing a registered deal provides administrators with a granular look at all aspects of a specific deal. This includes critical data points like the deal's value, sales stage, expected close date, and the partner associated with it. Admins can also review product line items, track tasks related to the deal, and access any notes or communications logged against it. This detailed view is crucial for managing the partner sales pipeline, facilitating co-selling efforts, and ensuring accurate commission calculations once a deal is closed.

Accessing Registered Deal Details

Click the GlobalTech Solutions - Partner Referral link in the Deal Name column.

Reviewing Deal Information

This screen displays the detailed information for a specific registered deal. Registered deals are qualified opportunities claimed by a partner for protection, ensuring that the partner receives credit for the sale if it closes successfully. This view provides a comprehensive summary of the deal, including its financial value, associated account and contact, sales stage, and other relevant attributes. Administrators and partners use this screen to review the status and specifics of a deal, track its progress, and determine if further action, such as converting it to a co-sell opportunity, is required. The displayed information is critical for pipeline management and for triggering commission calculations in the Incentivize module upon deal closure.

Review the details of the selected registered deal.

Buttons

Button	Description
Edit	Allows modification of the registered deal's details.
Convert to Co-Sell	Initiates the process to convert this registered deal into a co-sell opportunity, enabling joint selling efforts between the vendor and partner.

Deal Information

Field	Description
Deal Name	The name or title given to the registered deal.
Account Name	The name of the target company associated with this deal.
Contact Name	The key individual contact at the account for this deal.
Quarter	The fiscal quarter in which the deal is being tracked.
Sales Stage	The current stage of the deal in the sales pipeline.
Lead Source	Indicates how the lead for this deal was originally identified.
Price Book	The price book used for products associated with this deal, which may reflect partner-specific pricing.
Approved Date	The date on which the deal registration was approved by the vendor.
Deal ID	A unique identifier for the registered deal.
Currency ISO Code	The ISO currency code for the deal's monetary value.
Amount	The estimated or actual monetary value of the deal.
Expected Close Date	The anticipated date by which the deal is expected to close.
Type	The classification of the deal, such as 'Partner To Brand (Referral)'.
Status	The current status of the deal, indicating its progress through the registration and sales process.
Favorite	Indicates if the deal has been marked as a favorite for quick access or prioritization.

Viewing Partner and Line Item Details

Registered Deal details with partner and line items

This screen displays the details of a registered deal, specifically focusing on the partner contact information and the products included in the deal. The 'Partner' section provides key contact details for the partner associated with this deal, which is crucial for communication and collaboration throughout the deal lifecycle. The 'Deal Line Items' section lists the individual products or services that constitute the deal, showing their sales price, quantity, and total value. This information is essential for understanding the scope and financial value of the deal, and it directly informs subsequent processes such as quoting and commission calculations within the Incentivize module.

Review the partner contact information and the deal line items for this registered deal.

Buttons

Button	Description
Add Product(s)	Button to add new products to the deal line items.

Partner

Field	Description
Are you the primary sales contact	Indicates whether the partner contact listed is the primary sales contact for this deal.
Name	The name of the primary sales contact at the partner organization.
Contact Email	The email address of the primary sales contact.
Phone	The phone number of the primary sales contact.

Deal Line Items

Column	Description
Action	Column containing actions that can be performed on each line item, such as deleting it.
Name	The name of the product or service included in the deal.
Sales Price	The individual sales price of the product.
Quantity	The number of units for the product.
Line Item Total	The total price for the line item (Sales Price x Quantity).
Line Item Net	The net total price for the line item.
SKU	The Stock Keeping Unit identifier for the product.

Managing Tasks and Notes

This screen displays the tasks and notes associated with a specific Registered Deal, providing a comprehensive overview of all related activities and communications. The 'Tasks' section allows users to track actionable items, including their start dates, due dates, and current status, ensuring that all necessary steps for deal progression are managed efficiently. The 'Notes' section serves as a repository for textual information, allowing users to document important details, discussions, or contextual information related to the deal, which can be linked to specific records or tools for enhanced traceability. Together, these sections facilitate collaboration and provide a historical record of all interactions and progress for the Registered Deal.

Review the tasks and notes associated with the Registered Deal.

Buttons

Button	Description
Add	Adds a new task to the list for the Registered Deal.
Add	Adds a new note to the list for the Registered Deal.

Tasks

Column	Description
Action	Displays icons to edit or delete a task.
Task Name	The name or description of the task.
Start Date	The date and time when the task was started.
Due Date	The date and time by which the task is expected to be completed.
Status	The current status of the task, such as 'In Progress'.

Notes

Column	Description
Action	Displays icons to edit or delete a note.
Note Name	The title or subject of the note.
Associated Record	The record to which the note is linked, such as a partner referral.
Associated Tools	Any tools or systems related to the note.
Attachment	Indicates if any files are attached to the note.