Notification: Deal Registration for Partners

Overview

Unifyr One automatically sends notifications to the partner sales rep or the supplier deal owner.  

Deal Notification

The Deal Notification email is a versatile email design that both the supplier and partner receive for different reasons. 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.

New Deal Submitted Notification

These emails are triggered for distribution in the following ways:

• When a new deal is distributed to the partner via a PRM/CRM.
• When a deal is created from an activity.

Deal Approval Notification

The Deal Approval notification is sent to the assigned Sales Rep when the supplier approves a deal.

The deal is approved in these ways:

• From Unifyr One Admin > Deal Details 
• In Salesforce > Zift Deal Approval Status

Deal Reject Notification

The Deal Reject notification is sent to the assigned Sales Rep when the supplier rejects a deal. A rejection usually indicates that another partner or perhaps the supplier has previously been associated with this deal.

Suppliers can reject a deal in two ways:

• From Unifyr One Admin > Deal Details
• From Salesforce > Zift Deal Approval Status

Deal Account Approved Notification

The Deal Account Accept notification is sent when the supplier approves a request for a new deal account. It's sent to the Default Sales Rep for Deal Management, as configured in the partner's Company Settings. If this isn't set, the portal user who submitted the account request receives the notification.

The supplier approves an account request in one of these ways:

• From Unifyr One Admin > Account Request
• In conjunction with the Pending Deal
• From Salesforce > Zift Account Approval Status

Deal Account Reject Notification

The Deal Account Reject notification is sent when the supplier rejects a request for a new deal account. It's sent to the portal user who submitted the account request.

The supplier rejects the account request in one of these ways: 

• From Unifyr One Admin > Account Request
• In conjunction with the Pending Deal
• From Salesforce > Zift Account Approval Status

Deal Closing Reminder Notification

The Deal Closing Reminder notification is sent to the assigned Sales Rep when a deal is approaching its Estimated Close Date.