Channeltivity's Deal Registration form includes the below standard fields:
To add custom fields to the Deal Registration form:
- Go to Settings > Deal Registration > Deal Custom Fields.
- Click Add a Field.
- Name the field and add the description you want Partners to see.
- Select the Field Type.
- Set your field visibility.
- "Partner Edit" and "Partner View" together means Partners can view and edit the field.
- Read-only: select Partner View to make the field visible to Partners and uncheck Partner Edit to prevent them from editing the field.
- Internal-facing: Uncheck both checkboxes to hide the field from Partners and makes it only visible to Internal Users.
- Click OK and repeat until you have added your Deal Registration fields.
- Click Save to save your changes.
Deal Custom Fields
**Make sure you need the information you are asking for, and Partners can provide it.