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...
Mon, 9 Aug, 2021 at 11:35 AM
Determine the Users that will receive emails about various Deal events in the Deal Email Notifications settings. To adjust these settings go to Settings >...
Fri, 9 Jul, 2021 at 4:07 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 and add stage-spe...
Tue, 12 Jan, 2021 at 6:58 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