Determine the Users that will receive emails about various Deal events in the Deal Email Notifications settings. To adjust these settings go to Settings >Deal Registration > Deal Email Notifications. Select the Deal event (on the right) that you want each recipient (listed on the left) to be notified about.  


  • Partner Assignee - Partner User the Deal is assigned to
  • Internal Assignee - Internal User the Deal is assigned to 
  • Primary Partner Manager - Primary Partner Manager (Internal User) of the Partner Organization 
  • All Partner Managers - All Partner Managers (Internal Users) assigned to the Partner Organization including the Primary 
  • Region Team (Partner Region) - Based on the location of the Partner Organization, Internal Users will be notified about Deals registered by Partners located in the Region(s) they are assigned to as Manager. 
  • Region Team (End User Account Region) - Based on the location of the end user/customer Account, Internal Users will be notified about Deals that have end user Accounts located in the Region(s) they are assigned to as Manager. 
  • 1 Specified Recipient - This functionality will notify any of the email addresses in the Additional Specified Recipients field


Deal Email Notifications Window 


Configure Automatic Deal Email Reminders (optional): 


Keep Partners and Internal Users engaged using Automatic Email Reminders to notify them about the following:


  • Expiring Deals
  • Expired Deals
  • Deals Not Updated
  • Deal Action Required


To configure and enable the Automatic Email Reminders, go to Settings > Email > Automatic Email Reminders > click the Actions button next to a Reminder to enable, disable, preview, and configure the Reminder. 

Automatic Email Reminders 

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