The Registration Status workflow settings control the approval process for Deal Registrations. To configure this setting, go to Settings > Deal Registration > Registration Status Workflow.
To add a new Status click the New button.
Registration Status Workflow
From there, you'll specify the following:
- Workflow Step: The name of the Status.
- Type: There are four types of Steps used to indcate the status of the Deal
- Open: The Deal is neither approved nor denied.
- Open: Pre-approved: The Deal is approved but still being worked on, which means it's still open. Use this Step for approvals that expire.
Closed:Approved: The Deal is approved and no longer being worked on, which means it's closed.
Closed:Denied: The Deal is denied/rejected, which means it's closed.
Default for New Registrations: All Partner and Distributor created Deal Registrations are automatically set to this Status. For Open Statuses only.
(optional) Can Expire: If you have Deal Expiration enabled, you'll enable this setting to assign an expiration date to the Deal when it's in this Status. For Open and Open:Pre-Approved Statuses only.
(optional) Expired: You can enable this setting set Deals that expire to this Status. For Closed: Denied Statuses only.
***For more in-depth instructions, check out: How to configure the Deal Registration workflow***
New Workflow Step Window
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