Viewing, Editing, and Approving a Partner's Deals

Unifyr Support
Unifyr Support
  • Updated

You can easily view, edit, and approve existing deals or create new deals from Partner Explorer.

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  1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
  2. Click the partner name from the list.
  3. On the left-hand sidebar, go to the Sales area.
  4. Choose Deals.
  5. Here, you can see the existing deal registrations. Click on a deal in the list to edit the contents or manage the status. You can also view submissions of custom deal information entered by the partner.
  6. To create a new deal, click the Create Deal button on the top right-hand corner.
  7. For more information on managing and creating deal registrations, see About Deal Registration.

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