Registering a Deal for Partners

Suppliers can register deals for their partners. This procedure will allow you to enter the pertinent information and assign the deal to a partner. 

Fields available in the Create Deal form will vary by supplier. Available fields are configured in the Deal Registration Admin form in   > Settings > Forms & Fields > Deal > Forms:

1. Navigate to Leads & Deals > Registered Deals.
2. Click Create Deal.

3. Provide the following information, as applicable and 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.
   Partner	Dropdown List	The partner that owns this deal.  Select a partner from the list or type in the name to be shown suggestions. The list shows all partners available in Unifyr One Admin.
   Sales Rep	Dropdown List	The sales rep assigned to this deal by the partner. The value can be changed by the partner in the partner portal view of the deal.  The Sales Rep value can be pulled to Salesforce as the Contact Sales Rep on the Opportunity if you have an integration. Sales Rep is not editable in Salesforce.
   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	Text	The administrator user that is the supplier owner of this deal.
   Description	Text	[Optional] A brief description of the deal.
   External Id	Text	[Optional] The identifier for the Deal pulled in from an external integration (up to 18 characters).
   Pricebook	Dropdown List	[Optional] The pricebook that includes the line items for this deal.  Select a pricebook from the list or type in the name to be shown suggestions. The list shows all pricebooks available in Unifyr One Admin. For information on setting up a pricebook, see About Products & Pricebooks.
   Total Value	Number	[Optional] The total expected value of the deal, or the sum of the line items included in the deal.
   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.
   Probability %	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 default probability value of the specified Stage, but you can change it if required.
   Estimated Close Date	Date Selector	The date when you expect the deal to be finalized.

4. Click Save.The deal is added to the Registered Deals list.

Deal Registrations created from Unifyr One Admin are automatically approved when saved.

To add either of these types of data to the deal, click Edit once you've created the deal, to access the relevant areas. For more information, see Update DUpdating Deal Details and Adding Attachmentsal Details and Add Attachments:

• Custom Fields - custom data items that you collect from your partners. 
• Attachments - files that relate to the deal. The partner can access these files via their partner portal view of the deal.