What's in Referral & Deals Management
Introduction
Channel administrators and partners use referral deal management to track, review, and approve submitted prospects, ensuring pipeline visibility and commission accuracy.
View Referral Deals
Channel administrators and partners use this interface to track referral deal pipelines, configure custom views, apply advanced filters, and export record data to CSV for commission reporting.
View a Referral Deal
UPM administrators and channel partners use this workspace to inspect submitted referral opportunities, verify line-item pricing, audit approval history milestones, and convert accepted referrals into registered deals.