What's in Deals Management
Introduction
Partners and administrators use the Registered Deals module to manage, track, and protect sales opportunities, ensuring proper allocation and commission calculations upon closure.
View Registered Deals
UPM administrators use this feature to view and manage all partner-registered deals, performing bulk actions like deletion and export, and customizing views with advanced filtering for oversight and conflict resolution.
View a Registered Deal
Administrators and partners view comprehensive registered deal details, tracking progress, financial value, and associated information to manage sales opportunities effectively.
Add/Edit a Registered Deal
Partners and administrators register or update sales opportunities with the vendor to secure deal protection and potential commissions.