Registering a Deal for Partners

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:

   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 admin 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. The deal is added to the Registered Deals list.

   Deal Registrations created from Unifyr Admin are automatically approved when saved.