Deals and Opportunities
Manage pipeline health and deal velocity in Unifyr One. Partners can update their opportunities as they progress through the sales cycle. Partner Deals can be synchronized from Unifyr One to your CRM system. Partner Opportunities can be synchronized from Unifyr One to your partner's CRM solution in the Professional & Enterprise Editions.
- About Deal Registration
- About Products & Pricebooks
- About Accounts for Partner Deal Registration
- Multi-Partner Deals
- About Opportunities
- Deal Registration Overview
- Add a Deals Page to the Partner Portal
- Viewing and Customizing the Deals List
- Viewing Deal Details
- Registering a Deal for Partners
- Viewing and Adding Line Items to a Deal
- Viewing and Adding Custom Deal Information
- About Deal Source
- About Registered Deal Status
- Updating the Status of a Registered Deal
- Updating Deal Details and Adding Attachments
- Viewing Additional Information for a Deal
- Viewing the Audit Log for a Deal
- Viewing and Managing Deal Notifications
- Products and Pricebooks Overview
- Adding a Product Record
- Creating a Pricebook
- Editing the Details of a Pricebook
- Creating Product Entries for a Pricebook
- Editing Pricebook Entries
- Customer Accounts Overview
- Viewing and Customizing the Customer Accounts List
- Viewing Account Details
- Creating Customer Accounts
- Approving and Rejecting Requests for Customer Accounts