Updating Deal Details and Adding Attachments

Suppliers can update some deal data for their partners in the Update Deal view. They can also add files of additional information as attachments.

1. Navigate to Leads & Deals > Registered Deals.
2. Click on the deal you want to edit, to open it.
3. Click Edit.

4. In Update Deal, update this information, as required or as available:

   Parameter	Type	Description
   Deal Name	Text	A user-friendly identifier that distinguishes this deal from others in a list. Make the name unique to reduce the chance of creating duplicate records.
   Account	Dropdown List	The customer account purchasing this deal. Select an account from the list or type in the name to be shown suggestions. The list shows all accounts available in Unifyr One Admin. For more information, see About Accounts for Partner Registration.
   Sales Rep	Dropdown List	[Optional] Update the Sales Rep for the deal, if it's been added by the partner.
   Deal Type	Dropdown List	[Optional] The type of deal. Select a Deal Type for this deal from the dropdown list. By selecting the Deal Type, you may be asked to complete Custom Fields that gather different components of the deal such as contacts. You can define custom Deal Types in Settings > Forms & Fields > Deal > Types. For more information, see Adding Custom Deal Types.
   Deal Owner	Dropdown List	[Optional] The admin user that is the supplier owner of this deal.
   Description	Text	[Optional] A brief description of the deal.
   Total Value (optional)	Number	[Optional] The total expected value of the products included in the deal.  If you're including line items (from a pricebook), this number as a default is auto-calculated from the number of units and the unit cost. You can't edit it.
   Estimated Close Date	Date Selector	The date when you expect the deal to be finalized.
   Stage	Dropdown List	The deal's current stage in the sales process. Select a stage from the list or type in the name to be shown suggestions. The list shows all default and custom stages (if applicable) available in Unifyr One Admin. You can define custom Deal Stages in Settings > Forms & Fields > Deal > Stages. For more information, see Adding and Managing Custom Deal Stages. If the Deal Type of the deal you're updating has the Email Sales Rep on Stage Change setting enabled, an email notification will be sent to the default/assigned Sales Rep to notify them that you've updated the stage. For more information, see Adding Custom Deal Types.
   Probability Percentage	Number	[Optional] How far in the deal negotiations this deal has progressed, expressed as a percentage. A higher value indicates the deal is closer to closing.  This value is populated with the value of the specified Stage, but you can change it if required.
   Custom Fields	Various	[Optional] Custom Fields are data items that you collect from your partners. They supplement the information that Unifyr One collects as part of the standard business processes. The fields available here vary by supplier. For more information, see Custom Fields.
   Deal Line Items	Dropdown	Line items from the pricebook linked to the deal (if used). For more information, see Viewing and Adding Line Items to a Deal.
   Attachments	File Upload	[Optional] Upload files that relate to the deal. The partner can access these files via their partner portal view of the deal. Up to 10 files can be uploaded per deal. Each file must be 50MB or less. Supported file types include .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4.

5. Click Save.