Viewing and Adding Custom Deal Information

Unifyr One provides the option for you and your partners to add lines of custom information to deals. For example, you might want to provide a Call Log for deals, where partners can add an entry for each call they make when prospecting/securing a deal. Custom information types like this are configured with Custom Objects. For more information, see Custom Objects.

You as the supplier can also add entries of a custom information type to a deal, in Unifyr One Admin.

1. Navigate to Leads & Deals > Registered Deals.
2. Click on the deal you want to edit, to open it.
3. Click Edit.
4. The deal includes a section for each Custom Object you have targeted for deals (to target a custom Object for deals, set Type=Deal when creating it). They’re listed below the Deal Line Items section. Go to the section for which you want to add an entry, and click the + to add the new entry.
5. Provide the information requested. The available information will differ for every custom information type.
6. Click Save. The information is added as a new line in the relevant section in the deal.
7. Click Save to complete the update to the deal.

In this example, the Custom Object Log of Customer Touchpoint has been targeted for deals.