When these notifications are turned on, selected supplier users will receive emails when a partner submits a deal of a particular type to you for approval from the partner portal.
To turn the notifications on:
- Click > Settings > System Messaging > Notifications.
- Click the Deal Registration row for the required deal type, or choose Deal Registration (All) to set the notification recipients for all deal types.
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A list of Administrator and CAM users associated with your supplier account is presented. Activate the toggle next to each user you would like to receive the deal notifications. Click Save once all desired users have been added.
Please note: when CAM filtering is enabled for a user, the CAM will only receive messages relevant to their specified partners.
- Email notifications include relevant details and a link to the appropriate Unifyr One Admin page to review the deal.
Notes:
- Auto approval must be off for deals - only deals that need manual approval/rejection are included
- Deals imported from Salesforce aren't currently covered
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