ZINFI UPM GuideDeals Registration Management for Partner Portal Administrators

Opportunity & Deal Management

Organizations use the Partner Lead Management application to set up an automated review and approval mechanism for all opportunities and arrangements submitted by the channel sales group. The application also enables you to push submitted opportunities and arrangements to your internal CRM through pre-configured system connectors.

UPM's SFDC FIRE Installer lets you connect and map to your Salesforce implementation quickly so that deal registrations work and sync on the fly. The dynamic reporting application provides insight into every dimension of the business pipeline generated by your channel sales group.

Key Features

Deal Details

Deal properties vary from business to business. UPM lets you capture every data point relevant to your deal without being limited to standard fields — you can create custom fields from a range of field types. While creating a deal, you can link it with the related contact, assign opportunities, set an expected close date, designate the primary assignee, and more. Related discussions via phone and email can be captured in the Notes section.

Key Features

Accessing Registered Deals

1. Click Sell on the top navigation menu.
2. Click Deals > Registered Deals in the left menu bar.

View Registered Deals

The View Registered Deals page shows a list of all generated and registered deals. The toolbar at the top provides the following actions:

a. Export

Exports records from the listing page to CSV format.

• Selected Records — Exports only the records currently checked in the list.
• All — Exports all records within a specified range selected from the associated range dropdown.

b. Add

Creates a new Deal Registration record. Partners typically create and submit deals to the Admin, but this button is available for Admins who need to create a deal record directly.

c. Create View

Manages the column configuration for the listing view.

1. Select an additional field from the dropdown at the top and click Add — it will appear in the field chooser below.
2. Click the elements with Green Dots to select fields for display as columns.
3. Selected columns are shown in the preview table. Click the orange X button to remove a column from the display list.
4. Provide a View Name, then click Save to create the new view.

d. Per-record actions

For each record in the grid:

• Edit (Pen icon) — Opens the selected record in edit mode.
• Any linkable item — Click any hyperlinked value (e.g., Deal Name, Account Name) to navigate to its details page.

Search

Clicking the Filter (or Search) button opens a pop-up window with two search modes: Basic and Advanced.

Basic Search

Basic Search lets you filter records using fields that have been enabled as searchable in the workflow automation configuration. All conditions in Basic Search are evaluated using AND logic.

• Clear Filter — Clears the search criteria, removes filtered results, and restores the default full list.

• Saved Filters — Displays a list of previously saved searches. Selecting a saved filter reveals two options:
  • Edit — Update the selected saved search name.
  • Delete — Remove the saved search from the dropdown.

Advanced Search

Advanced Search provides a flexible, comprehensive way to filter records based on multiple criteria with customizable logic.

Key Features

• Multiple Field Selection — Define search conditions by choosing multiple fields (e.g., Deal Name, Favorite, Status).
• Customizable Operators — Operators including Contains, Equals, Begins With, Ends With, Is Blank, and Is Not Blank are available for precise filtering.
• Criteria Logic — Define logic using AND (all conditions must be satisfied), OR (any condition can be satisfied), or a custom criteria logic expression such as (1 AND 2) OR 3.
• Condition Grouping — Group multiple conditions to retrieve highly specific results.
• Save and Reuse — Save search conditions for future use to improve efficiency for frequently performed searches.
• Interactive Filtering — Results update dynamically based on the applied conditions.

Advanced Search Process Flow:

1. Click the Advance tab in the Filter pop-up to open the Advanced Search view.

2. Select the Field Name for the search condition, choose the appropriate Operator, and enter the desired Field Value. Click Add to include it in the search criteria.

3. Adding multiple fields reveals the Criteria Editor box, where you define the conditions logic.

4. In the Criteria Editor, select the logic for this search:
   • All Conditions must be satisfied [AND] — All specified criteria must match. For example, Deal Name contains "ZINFI" AND Favorite is Yes.
   • Any condition can be satisfied [OR] — Any one criterion is sufficient. For example, Deal Name contains "ZINFI" OR Favorite is Yes.
   • Put Custom Criteria Logic — Enter a custom expression such as (1 AND 2) OR 3.

5. Click Apply to execute the query. Results update immediately in the Registered Deals list. You can also save the search with a custom name using the Save Filter field for future reuse.

a. Deal Information

Field	Description
Deal Name	Name of the deal record.
Deal ID	System-generated unique identification number for the deal.
Currency	ISO code of the currency used. OOTB supported currencies: US Dollar, Pound Sterling, Australian Dollar, and Indian Rupee.
Contact Name	Name of the rep or contact at the Account this deal is being transacted with.
Quarter	The fiscal quarter in which the deal is happening.
Expected Close Date	Expected date of deal closure.
Lead Source	Source of the lead that led to this deal (e.g., Direct Mail, Web).
Type	System-generated deal type: New Deal (created directly in the portal) or Existing Opportunity (converted from an existing opportunity record).
Campaign Name	Relevant campaign associated with the deal that the end-user customer came in via.
Price Book	Price book selected by the Partner to determine line item costs and sell prices.
Status	Status of the deal: Pending Approval, Approved, or Rejected.
Sales Stage CMM	Current stage of the deal as assigned by the Admin user reviewing the deal.
Favorite	Whether the Partner has tagged this deal as a Favorite (Yes/No). Favorited deals appear at the top of the Admin list.
Approved Date	Date the deal was approved (populated after approval).

b. Partner

The Admin can create and register a deal on behalf of a channel partner or their own sales reps. The Partner section captures the submitting party details.

The key field is Are You the Primary Contact? — this determines whether the Admin is registering the deal on behalf of their own Company (Yes) or a Channel Partner (No).

• When set to Yes: The Admin is registering the deal for their own Company. The following fields are auto-populated:
  • Contact Email — Email address of the Contact, auto-fetched and displayed.
  • Name — Name of the Contact associated with this deal.
  • Phone — Phone number of the Contact.

c. Deal Line Items

This section displays the products and line items associated with this deal. Click the Add Product(s) button to add products.

Field	Description
Deal Name	Clicking the Deal Name redirects to the deal's details page.
SKU	Alphanumeric Stock Keeping Unit code that identifies the product.
Sales Price	Sales price of the product.
Quantity	Number of units sold.
Line-Item Total	Total selling amount: Sales Price × Quantity.
Net Line Item	Net price of the line item after any costs or discounts.
Line Description	A brief description of the product or line item.

d. Tasks

Displays tasks associated with this deal. Click the Name of a Task to view its details, or click Add to create a new task.

Task Information

Field	Description
Task Name	Name of the Task.
Status	Task status: Completed, Deferred, In Progress, or Not Started.
Start Date	Date the Task begins.
Due Date	Date the Task is due to be completed.
Associated Record	The deal record associated with this task.
Priority	Priority level: High, Low, or Medium.
Assigned User	The user assigned to this specific task.
Description	Short description of the task (Additional Information section).

Buttons

• Save — Saves the task; it appears on the View Task listing page.
• Cancel — Discards entries and closes without saving.
• Save and New — Saves the current task and immediately opens a fresh Add/Edit Task window. Useful when creating multiple tasks in one session.

e. Notes

Displays notes associated with this deal. Click the Note Name to view its details, or click Add to create a new note.

Note Information

Field	Description
Note Name	Name of the note.
Files	Any attached files associated with this note (drag-and-drop or Upload).
Contents	Observations or details associated with this note (up to 4,000 characters).
Associated Record	The deal record this note is linked to.

f. Approval History

Shows the approval flow levels and the status of each approver for this deal.

Field	Description
Step	The level in the approval flow (e.g., Level 1, Level 2).
Submitter	The partner user who submitted the deal.
Approver	The Admin user designated to approve the deal at this step.
Actual Approver	The Admin who finalized the approval or rejection. Typically the same as Approver, but may be a substitute if the main approver is unavailable.
Status	Current status of the approval step.
Comments	Comments submitted by the approver.
Action Taken Date	Date the Approve or Reject action was executed.
Action	Links to execute the Approve or Reject review for this step.