Step 8: Deal Registration
Manage opportunities, increase pipeline visibility and collaborate with your partners.
Deal Registration is a key component of your Partner program. With Channeltivity, you can manage approval workflows, collaborate on Deals, and gain visibili...
Thu, 20 Aug, 2020 at 2:06 PM
Determine the Users that will receive emails about various Deal events in the Deal Email Notifications settings. To adjust these settings go to Settings >...
Thu, 20 Aug, 2020 at 1:38 PM
Partners will use the Deal Sales Stage field to indicate where they are in the Deal's sales cycle. You can edit and create new Stages as well as add st...
Tue, 22 Sep, 2020 at 2:49 PM
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
This setting controls the approval workflow for your Partner’s Deal Registrations. To configure this setting, go to Settings > Deal Registration > Reg...
Mon, 21 Sep, 2020 at 4:35 PM
Channeltivity's Deal Registration form includes the below standard fields: Account Contact Deal Name Stage Close Date Description To add ...
Fri, 28 Aug, 2020 at 11:59 AM
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