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...
Thu, 20 Aug, 2020 at 2:06 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 >...
Thu, 20 Aug, 2020 at 1:38 PM
Deal Sales Stages and Playbooks
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
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, 21 Sep, 2020 at 4:35 PM
Deal Custom Fields
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
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