Approving and Rejecting Requests for Customer Accounts

Any time a partner closes a deal with a new customer, they will need to make that customer known to you. This can be done as part of the deal registration process. Your partner will have the option to Request  New Account when they create a deal registration for a new customer. You will then need to approve the account or reject it. 

There are several reasons why an account request may not meet the requirements for approval. The most common reasons are that the requested account already exists, not enough information has been provided, or if the partner is not authorized to register deals with that account. In the case of a duplicate, you may prefer to grant the requesting partner suitable permissions instead. 

1. Navigate to Leads & Deals > Accounts.

2. If any account requests need your approval, they will be listed in the Accounts list with the status Pending. Click the name of the account to open the detail view.

   You can make changes to pending accounts here if required, before approving or rejecting the request.

3. [Optional] You can defer a decision if desired by clicking Cancel.
4. Once you have decided whether to Approve or Reject an account, click on the corresponding button at the bottom of the screen.