Important
This information is optional. Administrative permission is required to access the Unifyr One Settings. For more information, contact your supplier's point of contact.
Accounts are end customer records that you add to your partner program database to facilitate deal management. You can associate multiple partners with a single account.
You may also permit your partners to request new accounts when they're registering deals for you. This is optional. For more information, see Enabling Account Requests in Deal Forms. If your partners can request new accounts, you can configure the list of your users who will receive an email notification when a request has been raised - any of these users can then approve/reject the request. For more information, see Receiving Notifications about Deal Account Requests.
In many cases, suppliers are using third-party software to manage the Deal. The Account Profile for Deal Registration, Leads and Opportunities cannot be edited in Unifyr One when a Salesforce (SFDC) integration is in place. This will maintain the integrity of the third-party as the source of truth for Deal Registration Account information. When this is the case, Unifyr One updates the data every two hours.
Before You Begin
Intended Audience: Channel Sales Director, & Channel Operations Managers.
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