What do the "Action Required" checkboxes in the Deal Registration record do?

Internal, Partner, and Distributor Users can add comments, notes, and upload files to the History & Notes section of a Deal Registration.  Users can also set entries as "Action Required" to flag the Vendor or Partner/Distributor to complete specific actions. 

• Partner Action Required- notifies the Partner and Distributor Users assigned to the Deal 
• Vendor Action Required- notifies the Internal Users associated with the Deal, such as the Internal User the Deal is assigned to, Partner Managers, and Region Team Managers.

Deals marked as Action Required will feature a "Complete" button to indicate the task has been completed. 

How are Users notified?

Setting the Action Required flag triggers the following notifications to the Users associated with the Deal:

• Notification Bell Icon in the portal's header and the System Messages Widget on the home page 
• Deal Overview Page - appears in the "Last Updated" card

• Email Notification  - an email notification is sent to the Users associated with the Deal

  • Automatic Email Reminders are also available for Deals with the Action Required flag set.
    
    

Bell Icon - Notification 

Deal Overview Page - Last Updated Card 

How can I generate a report to identify Deals with the Action Required flag set?

You can use the Action Required filter and columns to display Deals marked as Partner and/or Vendor Action Required.