Adding Custom Deal Types

Not all deals look the same, and not every deal form will need to capture the same information. For example, if a partner is referring a deal to you, collecting end-customer contact information might be essential. If a partner is submitting a deal with product information, you may want to require distributor information. Use Deal Types to give partners the option to differentiate in this way. 

If you're using Deal Types, partners see them as options in a dropdown menu when they're creating a Deal. They appear in the partner portal in the order in which they're listed in Unifyr One Admin. There's usually a form associated with each Deal Type.

As a default, the types are listed in Unifyr One Admin in the order in which you create them. You can change the order by clicking the Type Name and dragging and dropping the Deal Types into the order you want.

To add a custom Deal Type:

1. Navigate to   > Settings > Forms & Fields > Deal > Types.
2. Click Create Type.

3. Provide the following information for the new Deal Type.

   Parameter	Type	Description
   Internal Name	Text	The internal name for the type, used in Unifyr One Admin. The name should be unique and comply with any internal naming conventions you have in place.
   Display Name	Text	The user-friendly identifier that will appear in a dropdown whenever a partner clicks Register New Deal from anywhere in the portal.  This value can be the same as Internal Name, if required.
   Description	Text	[Optional] Further information, for example guidance on the expected use and purpose of this field. This field is for internal use only. This field supports up to 255 characters.
   Partner Groups	Dropdown	[Optional] The partner groups that have access to this deal type. Note that if a partner does not have access to a deal type, they will not see the deal type when creating a deal.  If no deal types are available to the partner, the partner will not be able to register a deal.
   Attachments	Dropdown	[Optional] Whether a partner should upload file attachments to the deal when submitting it. Select one of these options from the dropdown list in Options: Attachments Available (default) - The Attachments area displays for a deal in portal, with the upload of attachments optional Attachments Required - The Attachments area displays in portal, with the upload of attachments required. A partner can't submit a deal if it doesn't include an attachment. Attachments Hidden - The Attachments area doesn't display in portal if the deal doesn't include any attachments. If there are attachments on the deal, the Attachments field displays but without an Upload option for partners. This option allows suppliers to include attachments for their partners to see, but the partners can't add their own. Partners must follow these requirements when uploading attachments: Up to 10 files can be uploaded per deal. Each file must be 50MB or less. Supported file types: .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4
   Quote Template	Dropdown	[Optional] Choose the template to use to format the PDF generated when a partner chooses Download Quote for a deal of this type in the portal. Note Users will see the Download Quote option for a deal if: a quote template is available for the deal type (or for all deals). the deal is linked to an account. The list shows all quote templates you’ve configured in   > Settings > Templates > Deals > Deal Quotes.
   Deal Line Item Portal Listing	Dropdown	[Optional] Specify which data fields are shown as columns in the Deal Line Items table, when partners are reviewing their deals in the partner portal. Select the data fields (standard and custom Deal Line Item fields) from the dropdown. Each one is added to the end of the list - drag and drop the fields to provide the required column order. Deals with line items will show the column arrangement in the portal:
   Require Line Items	Checkbox	[Optional] Whether a partner must add line items to the deal before submitting it.
   Require Contacts	Checkbox	[Optional] Whether a partner must include a contact or contacts for the deal when  submitting it. If this option is selected, partners will not be able to create/submit a deal until they add contacts.
   Email Sales Rep on Stage Change	Checkbox	[Optional] Whether to send a notification to the assigned/default Partner Sales Rep when the stage of a deal is changed by a supplier user, or by an integration.
   Send a reminder email	Number	[Optional] The number of days before the expected close date of the deal at which the Sales Rep associated with the deal will be sent a reminder of the approaching close date. This option needs to be enabled on your system - submit a request to your Unifyr One team if you want to use it.
   Require Multi-partner Approval	Checkbox	[Optional, available if your system supports multi-partner (co-selling) deals and approvals.] Whether to request that the named co-seller must approve/reject a multi-partner deal registered by a partner. For more information, see Defining your Partner Co-Sellers and Multi-Partner Deals. The Co-Selling and Multi-Partner Deal features need to be enabled on your system - submit a request to your Unifyr One team if you want to work in this way.
   Enable Deal Auto Expiration	Number	[Optional] The number of days after which a pending deal will automatically expire. Enable the option, then enter the number of days (up to 730) in the Auto-expire pending deals xx days after registration field. Expiry is applied to pending deals only - deals that you've approved or rejected won't expire under this rule. Closed deals (Closed Won or Closed Lost stage) won't expire under this rule.
   Active/Inactive	Toggle	Toggle the setting to Active to make the type visible to partners creating deals in the portal. Available deal types appear in a list for selection when the partner chooses Register New Deal (or equivalent).

4. Click Save.

To specify that a custom Deal field should be displayed when creating deals of a specific Deal Type, add the field to the form provided for the Deal Type.

1. Navigate to   > Settings > Forms & Fields > Deal > Forms.
2. Click on the form that is provided for the Deal Type, to open it for edit.
3. Drag the custom Deal field into the Selected Fields area of the form, in the location required. 
4. Click Save and Close.