Deal Registration is a key component of your Partner program. With Channeltivity, you can manage approval workflows, collaborate on Deals, and gain visibility into the sales cycle and partner performance for on-target forecasting.

 

Configure Deal Settings:


Go to Settings > Deal Registration > Deal Registration Module Settings. This section enables you to add additional page details and change your Deal labels. You can change the word Deal to a word that best fits your program’s process and vocabulary, such as Opportunity. This change will be reflected throughout the portal. You can also set up Deal expiration and configure the system to automatically assign new Deals to Primary Partner Managers.

 Deal Page Descriptions       



Deal Labels and Expiration                                


You can also add descriptions to the built-in Deal Registration fields and set visibility requirements. This will help ensure Partners enter the appropriate information into the built-in Deal Registration fields. 

        Deal Field Settings