About Deal Registration

Suppliers can view the list of all registered deals and use the filters to narrow the results to a subset of data for review. You can filter by Status, Stage, Source (e.g. from partner or via CRM integration), Total Value, Currency, Deal Type, Partner, Partner Group, and your custom Deal fields (Field Type must be Radio, Checkbox, Select, or Multi-Select).

You can also customize the columns on the list to view the most relevant information at a glance. To do this, follow these steps:

1. Navigate to Leads & Deals > Registered Deals.
2. View the list of deals registered by your partners.

3. Click the icon on the top right-hand corner of the table.

   

4. Drag and drop columns from Available Columns to Selected Columns to make them available in the list.

   Notes

   For information on each column, see the Register a Deal section below.

5. You can remove a column from the list by clicking the X next to it in Selected Columns.

6. Click Save.

   If you are an Administrator, you can click the Save As Default checkbox if you want this configuration to be used by all users in your Unifyr Admin account (except those users that have made a change to their own Column Configuration).

   

In Leads & Deals > Registered Deals, click on a deal in the list to open it and display more information. The additional information is displayed in sections:

• Editable fields - information about the status and the setup of the deal
  • Associated account
  • Total value
  • Estimated close date and probability of closing
  • Current stage
  • Owner
  • Co-Selling Partner (if co-selling is enabled) - for more information, see Defining your Partner Co-Sellers and Multi-Partner Deals.
  • Type (if used) and description
  • Custom information, as applicable
• Read only information
  • Partner
  • Pricebook (if used)
  • Source
  • Created and Updated dates and users
• Attachments - files of supplementary information
• Contacts - contacts/sales rep associated with the deal
• Deal Line Items - individual items that make up the deal
• Submissions of custom information - non-standard deal information specific to your organization

If Ask IQ is enabled on your system, it can generate two types of information for a deal:

• Deal Account summary - an overview of the organization. Ask IQ uses the organization’s data in Unifyr Admin (company name, website URL, address, etc.) as reference and collates all information about the organization that’s available on the internet.

  

• Deal Prediction - an assessment of the likelihood of closing the deal. Ask IQ uses the details provided for the deal, and compares them to existing deals in your system. It also gives an AI Confidence score, which is its confidence in the validity of the assessment it has provided - this depends on the amount of information the deal contains.

  

  Click on the field to display the detail.

  

  You can click the icons to give feedback about the notes. Hover over the notes to expose them. For more information, see Giving Feedback on AI-Generated Responses and Content.

Suppliers can register deals for their partners. This procedure will allow you to enter the pertinent information and assign the deal to a partner. 

Fields available in the Create Deal form will vary by supplier. Available fields are configured in the Deal Registration Admin form in   > Settings > Forms & Fields > Deal > Forms:

1. Navigate to Leads & Deals > Registered Deals.
2. Click Create Deal.

3. Provide the following information, as applicable 

   Parameter	Type	Description
   Deal Name	Text	A user-friendly identifier that distinguishes this deal from others in a list. Make the name unique to reduce the chance of creating duplicate records.
   Account	Dropdown List	The customer account purchasing this deal. Select an account from the list or type in the name to be shown suggestions. The list shows all accounts available in Unifyr Admin. For more information, see About Accounts for Partner Registration.
   Partner	Dropdown List	The partner that owns this deal.  Select a partner from the list or type in the name to be shown suggestions. The list shows all partners available in Unifyr Admin.
   Sales Rep	Dropdown List	The sales rep assigned to this deal by the partner. The value can be changed by the partner in the partner portal view of the deal.  The Sales Rep value can be pulled to Salesforce as the Contact Sales Rep on the Opportunity if you have an integration. Sales Rep is not editable in Salesforce.
   External Id	Text	[Optional] The identifier for the Deal pulled in from an external integration (up to 18 characters).
   Pricebook	Dropdown List	[Optional] The pricebook that includes the line items for this deal.  Select a pricebook from the list or type in the name to be shown suggestions. The list shows all pricebooks available in Unifyr Admin. For information on setting up a pricebook, see About Products & Pricebooks.
   Total Value	Number	[Optional] The total expected value of the deal, or the sum of the line items included in the deal.
   Estimated Close Date	Date Selector	The date when you expect the deal to be finalized.
   Stage	Dropdown List	The deal's current stage in the sales process. Select a stage from the list or type in the name to be shown suggestions. The list shows all default and custom stages (if applicable) available in Unifyr Admin. You can define custom Deal Stages in Settings > Forms & Fields > Deal > Stages. For more information, see Add Custom Deal Stages.
   Probability %	Number	[Optional] How far in the deal negotiations this deal has progressed, expressed as a percentage. A higher value indicates the deal is closer to closing.  This value is populated with the default probability value of the specified Stage, but you can change it if required.
   Deal Owner	Text	The administrator user that is the supplier owner of this deal.
   Deal Type	Dropdown List	[Optional] The type of deal. Select a Deal Type for this deal from the dropdown list. By selecting the Deal Type, you may be asked to complete Custom Fields that gather different components of the deal such as contacts. You can define custom Deal Types in Settings > Forms & Fields > Deal > Types. For more information, see Add and Manage Custom Deal Types.
   Description	Text	[Optional] A brief description of the deal.
   Custom Fields	various	[Optional] Custom Fields are data items that you collect from your partners. They supplement the information that Unifyr collects as part of the standard business processes. The fields available here vary by supplier. For more information, see Custom Fields.
   Attachments	File Upload	[Optional] Upload files that relate to the deal. The partner can access these files via their partner portal view of the deal. Up to 10 files can be uploaded per deal. Each file must be 50MB or less. Supported file types include .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4.

4. Click Save.

Line items are the products or services that the customer is seeking to purchase. If a deal is associated with a pricebook, you can add the products/services to the deal as individual line items.

1. Navigate to Leads & Deals > Registered Deals.
2. Click on the deal you want to edit, to open it.
3. In the Deal Line Items section, click+ to add new line items to the deal. 

4. Provide the following information:

   Parameter	Type	Description
   Product	Text	The product/service being purchased. Select a product from the list or type in the name to be shown suggestions. The list shows all products from the pricebook associated with the deal.
   Quantity	Number	The number of units required.
   Total Price	Number	The total value of the deal - this number is auto-calculated from the Product and Quantity values.
   Description	Text	[Optional] Additional information that you may need to share with your supplier. For example, size or color specifications.

5. Click Save.

Unifyr provides the option for you and your partners to add lines of custom information to deals. For example, you might want to provide a Call Log for deals, where partners can add an entry for each call they make when prospecting/securing a deal. Custom information types like this are configured with Custom Objects. For more information, see Custom Objects.

You as the supplier can also add entries of a custom information type to a deal, in Unifyr Admin.

1. Navigate to Leads & Deals > Registered Deals.
2. Click on the deal you want to edit, to open it.
3. The deal includes a section for each Custom Object you have targeted for deals (to target a custom Object for deals, set Type=Deal when creating it). They’re listed below the Deal Line Items section. Go to the section for which you want to add an entry, and click the + to add the new entry.
4. Provide the information requested. The available information will differ for every custom information type.
5. Click Save. The information is added as a new line in the relevant section in the deal.
6. Click Save to complete the update to the deal.

In this example, the Custom Object Log of Customer Touchpoint has been targeted for deals.

When viewing the Registered Deals list, you can use the Source filter or sort the list by the Source column to view deals of a particular origin. 

These values are available:

When viewing the Registered Deals list, you can use the Status filter or sort the list by the Status column to view deals at a particular lifecycle stage.

These statuses are available:

If you have permitted partners to enter deal registration details themselves and are not automating the approval process, you will need to update the statuses of the deals as they are submitted. 

To update a deal's status:

1. Navigate to Leads & Deals > Registered Deals.

2. Use filters to narrow the results to a subset of data for review. You can filter by Status, Stage, Source, Total Value, Currency, Deal Owner, Deal Type, Partner, and Partner Group. Click More to filter on your customer Deal fields, if you're using them. 

   You can also search by the Unifyr Deal ID or an External ID if you are using a CRM.

   

3. Click on the deal you want to edit, to open it.

4. Click the button for the action you want to take to progress the deal. The actions that are available depend on the current status of the deal:

   • Pending - can Reject, Expire, or Approve

     You can also choose the delete the deal, for example if it's a duplicate of another one. Deleting a deal removes it from the list in Unifyr Admin and in the partner portal.

   • Approved - can Reject or Expire
   • Rejected - can Expire or Approve
   • Expired - can Reject or Approve

   • Account Pending - can Reject, Expire, or Approve

     You can also choose the delete the deal, for example if it's a duplicate of another one. Deleting a deal removes it from the list in Unifyr Admin and in the partner portal.

     To accept/reject a linked account request from the partner, choose View Pending Account in the details area of the deal.

   

Notifications that the status of the deal has changed are sent to these recipients at the partner:

• The Sales Rep assigned to the deal by the partner
• If no Sales Rep has been assigned, the notifications are sent to the partner's nominated Default Sales Rep

Suppliers can update some deal information for their partners in the Update Deal view.

1. Navigate to Leads & Deals > Registered Deals.
2. Click on the deal you want to edit, to open it.

3. In Update Deal, update this information, as required:

   Parameter	Type	Description
   Deal Name	Text	A user-friendly identifier that distinguishes this deal from others in a list. Make the name unique to reduce the chance of creating duplicate records.
   Account	Dropdown List	The customer account purchasing this deal. Select an account from the list or type in the name to be shown suggestions. The list shows all accounts available in Unifyr Admin. For more information, see About Accounts for Partner Registration.
   Total Value (optional)	Number	[Optional] The total expected value of the products included in the deal.  If you're including line items (from a pricebook), this number as a default is auto-calculated from the number of units and the unit cost.
   Estimated Close Date	Date Selector	The date when you expect the deal to be finalized.
   Stage	Dropdown List	The deal's current stage in the sales process. Select a stage from the list or type in the name to be shown suggestions. The list shows all default and custom stages (if applicable) available in Unifyr Admin. You can define custom Deal Stages in Settings > Forms & Fields > Deal > Stages. For more information, see Add Custom Deal Stages. If the Deal Type of the deal you're updating has the Email Sales Rep on Stage Change setting enabled, an email notification will be sent to the default/assigned Sales Rep to notify them that you've updated the stage. For more information, see Add Custom Deal Types.
   Probability Percentage	Number	[Optional] How far in the deal negotiations this deal has progressed, expressed as a percentage. A higher value indicates the deal is closer to closing.  This value is populated with the value of the specified Stage, but you can change it if required.
   Deal Owner	Dropdown List	[Optional] The admin user that is the supplier owner of this deal.
   Description	Text	[Optional] A brief description of the deal.
   Custom Fields	Various	[Optional] Custom Fields are data items that you collect from your partners. They supplement the information that Unifyr collects as part of the standard business processes. The fields available here vary by supplier. For more information, see Custom Fields.
   Deal Line Items	Dropdown	Line items from the pricebook linked to the deal (if used).
   Attachments	File Upload	[Optional] Upload files that relate to the deal. The partner can access these files via their partner portal view of the deal. Up to 10 files can be uploaded per deal. Each file must be 50MB or less. Supported file types include .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4.
   Contacts	Dropdown List	[Optional] Update the Sales Rep for the deal, if it's been added by the partner.

4. Click Save.

Deal Overview

This grayed out section displays partner information about the deal - partner name, pricebook (if used), deal type (if used), information from custom fields, user last login, external IDs, date created, and date updated. 

Contacts

This section displays the contacts for the deal:

• The name of the partner Sales Rep and their email address.
• Distributed and registered lead information - first and last names, email address, and company, and the campaign associated with the lead if it is known.

• The names of the contacts assigned to a deal - first and last name, title, email address, phone number, and the date added.

  

You can view a log of changes/updates made to a deal as it progresses through its lifecycle.

1. Navigate to Leads & Deals > Registered Deals.
2. Click on the deal you want to edit, to open it.

3. Click Audit Log. The Audit Log window opens, showing a list of changes made to the deal and the user who made them.

   

4. [Optional] Click Export Audit History to download a CSV file of the audit log.

As a default, these notifications are sent during the Deal Registration process (your notification configuration may vary):

• New Deal Notification (to supplier) - when a partner submits a deal
• New Deal Notification (to supplier deal owner) - when a deal is submitted outside the partner portal
  - in Unifyr Admin or via an integration with a CRM
• New Deal Notification (to partner) - when a supplier assigns a deal to a partner
• Approval/Rejection Notification (to partner) - when a supplier approves or rejects a deal submitted by a partner

For more information on default notifications, see these articles:

• Notification: Deal Registration for Suppliers
• Notification: Deal Registration for Partners

Notifications are managed in   > Settings > System Messaging > Notifications. For more information, see Supplier Notifications.

Partners can manage deals registered by you or them in the partner portal, if you make the Deals feature page available to them. You can customize the page to ensure each deal displays the information fields you want partners to see.

1. Navigate to Partner Portal > Site Configuration.
2. Click the Partner View to which you want to add a Deals page.
3. On the left-hand sidebar, under Feature Pages, find Deals.
4. Drag the Deals page to the required location in your site tree. For more information, see Adding Feature Pages to the Partner Portal.
5. [Optional] Enable the Enable List Configuration option to select which data fields each deal should display in the page.

6. Choose the fields by selecting each one from the drop down menu.

   Note

   These fields must always appear, and are shown as locked in the list:

   Deal Name

   Status

   Account

   Total Value

   

7. Click Save and Close.

The partner's Deals listing shows the fields you've requested: