Multi-Partner Deals

If your system supports partner co-selling, Unifyr provides the option for your partners to register multi-partner deals and, optionally, permit the nominated co-seller to approve any deals they register.

Note

The Co-Selling and Multi-Partner Deal features need to be enabled on your system. Submit a request to your Unifyr team if you want to use them.

• Multi-Partner Deal Registration
• Multi-Partner Deal Approval

Multi-Partner Deal Registration

Partners who have eligible co-sellers (i.e. members of the same Co-Selling Partners group) can select and tag one of the co-sellers when registering a deal.

For information on defining which partners are permitted to act as co-sellers, see Defining your Partner Co-Sellers.

You can add the Co-Selling Partner field to the deal registration form. If you have a custom Deal Type specifically intended for multi-partner deals, add the field to the form for that type - here, the supplier has a custom deal type Co-Selling Deal, with an associated deal registration form:

Eligible partners can select their co-selling partner when registering the deal:

The selected co-selling partner is shown in the deal details, when viewed by the partners and the supplier.

The partner view:

The supplier view - the Co-Selling Partner field will show here if it's included in the Unifyr One Admin deal form:

The deal is listed against all partners' accounts in the supplier view (Unifyr Admin).

A co-seller partner can access all their multi-partner deals from the Deals page of their partner portal. They can choose Multi-Partner Deals from the dropdown list that’s displayed if your system has co-selling enabled:

Multi-Partner Deal Approval

If multi-partner deal approval is enabled on your system, a partner can tag one of their co-sellers when registering a deal, and the co-seller can be given the opportunity to approve or reject the deal.

To add multi-partner deal approval for your partners, set the Require Multi-partner approval property for a deal type (if used), or in the general deal settings (if deal types aren’t used).

For more information, see Adding Custom Deal Types and Managing Deal Settings.

For example:

When the property is enabled:

• If a partner raises a deal of this type, and tags one of their co-sellers, the co-seller receives an email notification that the partner has registered a deal for their approval/rejection.

  Note

  The Default Sales Rep set for the co-seller partner will receive the notification. The co-seller partner must ensure they have configured this user in Settings > Deal Management in their partner portal.

• The co-seller sales rep can use the link in the email to access the deal in the Deals page of their partner portal. They can approve or reject the deal. They can also update the deal, if required.

  

• The partner user that registered the deal originally receives an email notification that the co-seller has approved/rejected the deal.

• You, as the supplier, see the deal in your Leads & Deals > Registered Deals page in Unifyr Admin. The Multi-Partner Status column shows the current approval/rejection status of deals that are subject to multi-partner approval. There's no information in this column if it's a co-seller deal without multi-partner deal approval enabled.

  

• The supplier has the option to approve/reject the deal, as well as the co-seller partner. Once the supplier has approved/rejected, the co-seller partner can no longer add their update.

 Training

Learn more with our training course:

• Deal Management - Co-Selling

You will be prompted to log into your CustomerONE account to access the link.