Step 8: Deal Registration

Manage opportunities, increase pipeline visibility and collaborate with your partners.

Deal Module Settings
Deal Registration is a key component of your Partner program. With Channeltivity, you can manage approval workflows, collaborate on Deals, and gain visibili...
Wed, 5 Jun, 2019 at 4:38 PM
Deal Email Notifications
Determine the Users that will receive emails about various Deal events in the Deal Email Notifications settings. To adjust these settings go to Settings >...
Mon, 4 Mar, 2019 at 2:59 PM
Deal Sales Stages
Partners will use the Deal Sales Stage field to indicate where they are in the sales process of a Deal. You can edit and customize the stages by going to Se...
Mon, 4 Mar, 2019 at 3:03 PM
Lost Reasons
The Lost Reason setting enables the Partner to close out Deals using Lost Reasons. This allows for better tracking of Deals. To update and/or create a Lost ...
Wed, 5 Jun, 2019 at 5:10 PM
Registration Status Workflow
This setting controls the approval workflow for your Partner’s Deal Registrations. To configure this setting, go to Settings > Deal Registration > Reg...
Mon, 4 Mar, 2019 at 4:20 PM
Deal Custom Fields
Channeltivity's Deal Registration form includes the below standard fields: Account Contact Deal Name Stage  Close Date Description  To add ...
Thu, 14 Nov, 2019 at 4:29 PM
Account & Contact Custom Fields
When a Partner registers a Deal using the Deal Registration form, they have to associate the Deal with an end user Account and Contact upon registration. Ch...
Wed, 27 Feb, 2019 at 3:59 PM