What's the difference between Deals and Opportunities in Unifyr?

Overview

Opportunities ideally map to the partners CRM opportunities. these are different to deals, as they are registered to the suppliers.

Opportunities are viewed as a "traditional" approach, whereas deals are a newer approach with Pricebooks and currency support. Opportunities attach themselves to a product, itself being a standalone object with its own name/SKU/description, etc.

Deal Registration Model

Supplier expectations:

This is a simple workflow initiated by the partner:

If the partner has an existing opportunity, the opportunity needs to be converted into a deal by registering it:

An existing partner opportunity would only ever REFERENCE a deal. Changes to an opportunity may update a deal, but changes to a deal will NOT update an opportunity (since the partner has now taken full ownership of the opportunity entirely).

Additionally, if you are the CAM and want to register a deal, you could do that also through the Unifyr UI.  The only difference would be the need to select a partner the CAM has access to.