Notification: Deal Registration for Suppliers

Overview

Unifyr One automatically sends notifications to the supplier. 

Deal Notification

The Deal Notification email is a versatile email design that both the supplier and partner receive for different reasons depending on the status of the deal. The partner might receive a deal approved email, deal rejected email, account approved or an account rejected email. The supplier might receive a new deal submitted or a new account requested email.

Deal Notifications can be configured to use the supplier's branding. If no customization is applied the notifications will use the Unifyr One logo.

Deal Notification emails are triggered for distribution in the following ways:

• When a new deal is distributed to the partner via a PRM/CRM with a status of Approved
• When a deal is created by the supplier and automatically approved.

New Deal Notification

• The New Deal notification advises the supplier default deal owner that the partner has submitted a new deal for review. If notification recipients are selected in   > Settings > Notifications > Deal Registration, they will receive the notification too.
• The New Deal notification is also sent when a new deal is created by a supplier and assigned to a partner. In this case, the deal is automatically approved. When this happens, we will send the partner an email that says "New Deal from supplier name"

 

New Deal Notification - Deal submitted outside the partner portal

• This New Deal notification advises the supplier deal owner that a deal has been created outside the partner portal - in Unifyr One Admin or via an integration with a CRM.
• If the notification type is enabled, an email is sent to the relevant partner and the deal owner. The deal owner is either the user designated as the Default Deal Owner in Unifyr One Admin, or the deal owner assigned when creating the deal, if different.
• If the type is disabled (default), an email is sent to the relevant partner only.

This notification type needs to be enabled for your system - submit a request to your Unifyr One team if you're interested in implementing it.

New Account Request Notification

The New Account Request notification advises the supplier default deal owner that the partner has requested a new deal account.