What is the purpose of viewing a Referral Deal?

Viewing a Referral Deal allows administrators and partners to track its status, value, and key details. This ensures efficient oversight of partner-generated sales opportunities and supports commission calculations.

What information is available when viewing Referral Deal details?

When viewing a Referral Deal, you can access general attributes like name, account, sales stage, amount, and status. It also includes contact details, specific product line items, and approval history to track its progress.

Who can view Referral Deals?

Both UPM administrators and channel partners can view Referral Deals. Administrators manage the comprehensive list, while partners primarily view their submitted deals.

How do Referral Deals relate to commissions?

Referral Deals serve as the basis for calculating referral commissions within the Incentivize module. Tracking their details and approval history ensures accurate commission payouts upon deal closure.

What actions can be performed from a Referral Deal's detail view?

From the detail view, you can edit, delete, add products, refer the deal, or add tasks and notes. These actions help manage the deal's progression and maintain accurate record-keeping.

View Referral Deal Details, Status, and Actions

Overview

The Referral Management module is crucial for tracking and processing sales opportunities generated by partners through referrals. When a partner identifies a potential customer and submits it as a referral, the vendor needs a clear and structured way to review, manage, and track its progress. This module provides administrators with the tools to gain full visibility into the referral pipeline, from initial submission to final resolution.

Administrators can access detailed information for each referral, including account and contact details, estimated value, sales stage, and associated products. This transparency ensures that vendor teams can effectively evaluate, accept, or reject referrals, and collaborate with partners to move deals forward, ultimately contributing to commission calculations and overall program success.

Viewing the Referral Deals List

Click the Brightpath Networks - Strategic Deal link.

Accessing Referral Deal Details

This screen displays the comprehensive details of a specific Referral Deal, which represents a qualified sales opportunity submitted by a partner that has generated revenue. Referral Deals are a basis for calculating referral commissions within the Incentivize module. The view is organized into distinct sections, providing a complete overview of the deal's general information, associated contact details, and the specific products or services included as line items. This detailed record allows vendor administrators to review the deal's progress, verify its components, and ensure all necessary information is captured for tracking and commission purposes. It serves as a central point for understanding the specifics of a partner-generated revenue event.

Review the detailed information for the selected Referral Deal, including its general attributes, contact information, and associated line items.

Buttons

Button	Description
Edit	Allows modification of the Referral Deal's details.
Delete	Removes the Referral Deal record from the system.
Refer Deal	Initiates a process to refer this deal, potentially to another partner or internal sales team.
Add Product(s)	Adds new products or services to the referral deal's line items.
Add	Adds a new task related to this referral deal.
Add	Adds a new note or comment to this referral deal.

Referral Information

Field	Description
Referral Deal Name	The name or title assigned to this referral deal.
Account Name	The name of the company associated with this referral deal.
Sales Stage	The current stage of the sales process for this referral deal.
Amount	The total monetary value of the referral deal.
Lead Source	The origin or channel through which this lead was identified.
Status	The current processing status of the referral deal.
Price Book	The price book used for pricing products or services within this deal, indicating partner tier-specific pricing.
Referral ID	A unique identifier assigned to this referral deal.
Contact Name	The primary contact person associated with the referral deal.
Currency ISO Code	The ISO currency code used for the deal's monetary values.
Type	The classification or category of the referral, such as 'Partner To Brand (Referral)'.
Fiscal Quarter	The fiscal quarter in which the deal is expected to close or was closed.
Expected Close Date	The anticipated date for the deal to be finalized.
Favorite	Indicates if the deal is marked as a favorite.

Referral Contact Information

Field	Description
Referral URL	A URL associated with the referral, potentially linking to an external system or detailed record.
Sales Rep Phone	The phone number of the sales representative handling the deal.
Primary Sales Contact Name	The name of the primary sales contact for this referral.
Sales Rep Email	The email address of the sales representative.

Referral Line Items

Column	Description
Action	Actions available for each line item, such as edit or delete.
Name	The name of the product or service included in the line item.
SKU	The Stock Keeping Unit (SKU) for the product or service.
Sales Price	The unit sales price of the product or service.
Quantity	The number of units for the product or service.
Total Line Item	The total price for the quantity of the product or service.
Net Line Item	The net price for the quantity of the product or service after any discounts.
Line Description	A brief description of the product or service line item.

Managing Referral Deal Status and Approval History

Referral Deal details page with Refer Deal button highlighted

Click the Refer Deal button.

This screen provides a comprehensive view of a specific Referral Deal, allowing vendor-side users to review all associated details. Referral Deals represent qualified sales opportunities submitted by partners that have generated revenue, serving as the basis for referral commissions in the Incentivize module. This detailed view displays critical information such as the deal's status, estimated value, associated contacts, and product line items. It also includes an approval history section, which tracks the workflow and status of the deal's review process. Administrators use this screen to monitor the progress of referred deals, verify information, and ensure proper commission calculation upon deal closure.

Review the detailed information for the selected Referral Deal, including its status, contact information, line items, and approval history.