Deal Registration

What is the Deal Registration Module and how does it work?
Deal Registration allows your Partners to inform you of sales opportunities in their pipeline. You and your team can then collaborate to approve Deals, moni...
Fri, 3 May, 2019 at 3:37 PM
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 Reg...
Fri, 3 May, 2019 at 3:38 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 Registra...
Fri, 15 Mar, 2019 at 11:56 AM
What Deals can a User see?
Partner Users: Which Deals a Partner User can see varies on their level of access: The standard Register Deals access allows Partner Users only to view ...
Thu, 23 May, 2019 at 12:02 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 ...
Tue, 22 Jan, 2019 at 3:06 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 ...
Tue, 22 Jan, 2019 at 3:08 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 Pa...
Mon, 25 Mar, 2019 at 12:00 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...
Thu, 16 May, 2019 at 12:59 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 dropdown: The User doesn't exist. The User is not Activ...
Mon, 2 Oct, 2017 at 11:08 AM