This article explains how the Deal Registration process works in Channeltivity between the Partner and Vendor. For an overview of how the Deal Registration module works with the Distributor module enabled, check out: What Is the Distributor Module and How Does It Work?
Deal Registration allows your Partners to inform you of sales opportunities in their pipeline. You and your team can then collaborate to approve Deals, monitor progress and track action items.
Submitting a Deal:
The Partner logs into the portal and submits a Deal by completing the Deal Registration form in your Channeltivity portal. The Deal Registration Form includes the following:
- Prospect Details - End-user customer account and contact information
- Deal Details - The standard fields include Deal name, Amount, Stage and Close Date, but you can add additional custom fields for Partners to complete.
Deal Registration Form
Throughout the Deals lifecycle, the Partner User is responsible for updating the Stage field on the Deal. The Stage field is an indicator of the Deal's completion probability and it allows you to categorize and track the progress of Partner Deals. Each Stage has a probability associated that indicates the likelihood of closing the Deal.
Deal Registration Form - Stage Field
You can add stage-specific content/instructions to each Stage to help Partners work more effectively with Deals throughout the sales cycle.
Deal Details Page - Stage-Specific Content
Also, Partner and Internal Users can collaborate on Deals by adding comments and uploading files to the History section of Deals. Adding a comment or file to the History section triggers a notification to the Users associated with the Deal.
Deal History Section
Once the Deal is submitted, the configuration of your portal's Deal Email Notifications will determine the Internal Users that are notified (by Channeltivity) after the Deal is submitted. They can then manage the approval process by updating the Deal's Registration Status.
Deal Details Page - Action Menu
Deal Registration Status & Assignment Window
Salesforce & HubSpot Deal Registration Integrations:
If the Deal Registration Salesforce Integration is enabled in your portal, the new Deal Registration will create a corresponding Lead in your Salesforce. This can be configured to happen automatically or on a manual basis. Changes made to the Deal in Channeltivity are pushed to the Salesforce Lead and if the Lead is converted to an Opportunity, Channeltivity will recognize this and maintain the link to the corresponding record in Channeltivity.
Deal Details Page - Salesforce Actions Menu
Internal Users can update the Registration Status from Salesforce using Channeltivity's Managed Package.
Channeltivity's Managed Package Salesforce iFrame
If the Deal Registration HubSpot Integration is enabled in your portal, the new Deal Registration will create a corresponding Deal in HubSpot. This can also be configured to happen automatically or on a manual basis. Changes made to the Deal in Channeltivity are reflected on the Deal in HubSpot.
Deal Details Page - HubSpot Actions Menu
- Salesforce Integration: Deal Registration - Overview
- HubSpot Integration: Deal Registration - Overview
- How to configure the Deal Registration workflow
- How to configure Deal Expiration
- What Is the Distributor Module and How Does It Work?