ZINFI UPM GuideDeals Registration Management for Channel Partners

ZINFI's UPM Registered Deal Management provides a unified dashboard displaying all your registered deals along with information about associated accounts, Sales stage, Deal amount, and Deal Status.

Deal properties vary from business to business. In UPM, you can create custom fields from a range of field types to structure your deal view. While creating your deal, you can link it with the related contact, allocate possibilities, estimate a normal close date, set yourself as the primary assignee or assign to another user, and more. Related discussions via phone and email are also visible in the Notes section.

2.1 Accessing Registered Deals

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

2.2 View Registered Deals

1. Clicking Registered Deals from the left menu opens the View Registered Deals page, which lists all deals that have been generated and registered.

2. The toolbar at the top of the page provides the following actions:
   • Add — Opens a new page to create a new deal.
   • Delete — Removes the selected record(s) from the listing page.
   • Export — Exports records from the listing page into CSV format.
     • Selected Records — Exports only the records you have selected.
     • All — Exports records within a specified range selected from the associated range dropdown.

2.3 Filter

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

Basic Search

Basic Search lets you query any record using fields that have been made searchable from the workflow automation page. All criteria are combined using AND logic.

• Clear — Clears the search criteria, removes filtered results, and restores the default view of all registered deals.
• Save Filter — Shows a list of saved searches in the dropdown so you can re-apply common filters quickly.

Advanced Search

The Advanced Search feature provides a flexible, multi-criteria search capability. It is particularly valuable for managing large datasets and complex filtering scenarios.

• Multiple Field Selection — Define conditions across multiple fields such as Deal Name, Favorite, and Status.
• Customizable Operators — Choose from Contains, Equals, Begins with, Ends with, Is Blank, Is Not Blank, and more.
• Criteria Logic — Combine conditions using AND, OR, or custom expressions such as (1 AND 2) OR 3.
• Condition Grouping — Group multiple conditions to retrieve highly targeted results.
• Save and Reuse — Save search configurations for frequently performed queries.
• Interactive Filtering — Results update dynamically as conditions are applied.

1. After selecting fields, specifying operators and values, and defining the condition logic, click Apply to execute the query.

1. The View Registered Deals page displays a list of all generated and registered deals.

2. To view the details of any deal, click its Deal Name. This opens the View Registered Deal detail page.

3. The detail page is organised into the following sections:

3.1 My Community

Click My Community to start discussions about the deal with associated users or contacts.

1. Click Attach File to attach a file; click Create Post to return to the post editor.
2. Select an asset from the Community Assets panel to share.
3. Select the User Contact you want to share the comment and attachment with.
4. Type your comment in the editor.
5. Click Post to publish the comment.

3.2 Deal Information

3.3 Contact Information

3.4 Company Information

3.5 Partner

Basic contact information for the partner user associated with the deal.

3.6 Deal Line Items

Products associated with the deal. Each line item contains the following fields:

3.7 Tasks

Tasks associated with the deal. Click a Task Name to view its details. Use the toolbar actions to manage tasks:

• Add — Click the Add button to open the Add/Edit a Task form.
• Pen icon — Edit the respective task item inline.
• Trash icon — Delete the respective task item.
• Task Name link — Navigate to the task details page.

The Task Information section contains the following fields:

The Additional Information section contains a free-text Description field for a short summary of the task.

3.8 Notes

Notes associated with the deal. Use the following controls to manage notes:

• Add — Creates a new note line item.
• Pen icon — Edits the respective note item.
• Trash icon — Deletes the respective note item.
• Note Name link — Navigates to the note detail page.

3.9 Approval History

The Approval History section shows the multi-level approval workflow for the deal.

1. On the View Registered Deals page, click the Add button to create a new deal.
2. The Add/Edit a Registered Deal form opens. Complete all required fields (marked with a red asterisk).

3. Provide all required information and click Save. Refer to the Deal Information field descriptions in Section 3.2 for details on each field.
4. After saving, return to the View Registered Deals page and click the name of the newly created deal. A Submit for Approval button will appear — click it to initiate the approval workflow.
5. Alternatively, after filling in the required fields, click Save & Submit for Approval to save the deal and submit it for approval in a single action.

6. Once submitted, the deal Status changes to Pending Approval and an Approval History section appears at the bottom of the View Registered Deal page showing the active approval step.

7. Once the approver takes action, the deal status changes to Approved or Rejected as applicable. The Approval History section updates to reflect the final decision and the Action Taken Date.

8. The final status is reflected back on the View Registered Deals listing page, where all deals are displayed alongside their current status.

Document ID

ext.prd.004.09

Published

02.20.26

Platform Version

UPM 26.x