Deal Registration

What is the Deal Registration Module and how does it work?
Channeltivity's Deal Registration module empowers partners to register their deals quickly and efficiently, enabling vendors to track and manage the ent...
Fri, 1 Mar, 2024 at 11:01 AM
How to configure the Deal Registration workflow
Channeltivity's Deal Registration module gives you a lot of flexibility in creating workflows to manage the Deal Registration approval process. The appr...
Tue, 15 Feb, 2022 at 2:43 PM
How to Configure Deal Expiration
Many vendors place a time limit on how long a registered deal stays valid without winning the business before it expires. Channeltivity's Deal Registrat...
Tue, 4 May, 2021 at 12:31 PM
What Deals can a User see?
Partner Users: Which Deals a Partner User can see varies on their level of access: Register & View All Deals: allows Partners Users to view Deals...
Thu, 18 Apr, 2024 at 2:37 PM
How to set up Deal Registration Region Permissions
If you haven't already done so, please familiarize yourself with Regions before continuing. Channeltivity's Deal Registration module features tw...
Tue, 19 Mar, 2024 at 1:13 PM
How to set up Deal Registration Region Notifications
If you haven't already done so, please familiarize yourself with Regions before continuing. Channeltivity's Deal Registration module features tw...
Tue, 19 Mar, 2024 at 1:13 PM
How can I move a Deal Registration from one Partner to another?
We do not offer the ability to move Deal Registrations between Partner Organizations. If for some reason, you need to move a Deal Registration to another P...
Thu, 14 Apr, 2022 at 3:37 PM
What do the "Action Required" checkboxes in the Deal Registration record do?
Internal and Partner Users can add comments, notes and upload files to the History section of a Deal Registration.  Users can set an "Action Required&q...
Mon, 17 Apr, 2023 at 3:00 PM
How Do I Assign a Deal Registration to a Different Customer Account?
I have a channel partner that mistakenly associated a Deal Registration with the wrong account. How do I change the assigned customer account? Answer: ...
Tue, 1 Oct, 2019 at 11:34 AM
I'm trying to create a Deal Registration for a Partner, but they're not showing up in the Deal Owner dropdown. What's going on?
There are a number of reasons why a Partner User might not be showing up in the Deal Owner or Partner User dropdown: The User doesn't exist.  The Use...
Tue, 26 Apr, 2022 at 1:20 PM