Viewing and Customizing the Deals List

Suppliers can view the list of all registered deals and use the filters to narrow the results to a subset of data for review. You can filter by Status, Stage, Source (e.g. from partner or via CRM integration), Total Value, Currency, Account Country, Deal Owner, Deal Type, Partner, Partner Group, Multi-Partner Status and Co-Selling Partner (if enabled), Close Date, Submit Date, and your custom Deal fields (Field Type must be Radio, Checkbox, Select, or Multi-Select).

You can also customize the columns on the list to view the most relevant information at a glance. To do this, follow these steps:

1. Navigate to Leads & Deals > Registered Deals.
2. View the list of deals registered by your partners.

3. Click the icon on the top right-hand corner of the table.

   

4. Drag and drop columns from Available Columns to Selected Columns to make them available in the list.

   Notes

   For information on each column, see Registering a Deal for Partners.

5. You can remove a column from the list by clicking the X next to it in Selected Columns.

6. Click Save.

   If you are an Administrator, you can click the Save As Default checkbox if you want this configuration to be used by all users in your Unifyr One Admin account (except those users that have made a change to their own Column Configuration).