Products and Pricebooks Overview

For each Opportunity or Deal registered, partners will need to know what they may offer from you and at what price. Making your Product listings and Pricebooks available in the partner portal will aid your partners in the deal registration process. They can link the relevant Pricebook when creating the deal, then select a product from that Pricebook, and the quantity, to add a line item. The deal will show its total value.

If you subsequently choose to update a Pricebook, partners will see the new unit prices when adding line items to a deal. Any line items created before the Pricebook update will not be affected.

Before You Begin

Partners will only be able to register deals if you have made the Deals feature page available in the partner portal (you can name it as desired).  

Recommended Order of Operations:

1. Build relevant Partner Groups
2. Build Products in Unifyr Admin
3. Build a Pricebook and filter to relevant Partner Groups
4. Create Product Entries for your Pricebook
5. Add the Deals feature page to your partner portal’s site navigation

Related Topics

• About Deal Registration