Updating the Status of a Registered Deal

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