You can register deals with your supplier in two ways:
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Register a new deal directly in the Deals page - click Register New Deal
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Convert a lead into a deal in details page for a lead - click New Deal
Either way opens the New Deal form provided by your supplier.
To register a new deal:
- Open the New Deal form, using one of the methods shown.
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Your supplier may offer different types of deal for you to use - if so, these will be shown in a dropdown menu. Pick one to generate a deal of that type.
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Complete the deal registration form provided by your supplier.
Required fields are identified with a red asterisk *.
Note
Commas aren't supported in Total Value.
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[Optional] If you're targeting a customer account for the deal, and the one you want isn't listed, click Request New in the Account field.
This option needs to be enabled by your supplier. For more information about Deal Accounts, see About Accounts for Deal Registration.
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[Optional] Use the Upload button to include an attachment that relates to the deal. Both your supplier and you can access the attachments.
- Up to 10 files can be uploaded per deal.
- Each file must be 50MB or less.
- Supported file types include .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4
Your supplier decides whether/how they want you to supply additional information about the deal - they will specify one of these options:
- Attachments are required - you can't submit a deal if it doesn't have an attachment
- Attachments are optional
- Only suppliers can include attachments - any attachments on a deal will be read only, and you're not permitted to submit your own
- Click one of the following - the available options will depend on your supplier's form setup:
- Cancel - Leave the page without saving.
- Next - Go the next page of the deal form (if applicable)
- Save as Draft - Save the deal as a draft in your workspace and return to complete it later.
- Submit Deal - Submit the deal to your supplier now (available if contacts and line items aren't required for the deal)
- If you need to edit a deal further, click Edit. Some actions, such as adding line items from a linked pricebook, are only available once you've saved or submitted the deal. For more information, see Updating a Deal.
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When you’re ready to register the deal with your supplier, open it from your Deals list then click Submit Deal. This sends the deal registration request to your supplier for approval. All supplier-defined required fields must be populated to submit the deal.
If any required information is missing from the deal, you’ll see a message when you try to save or submit it. the missing information is identified with a red warning triangle.
When the deal is successfully submitted, the deal detail view opens, allowing you to view what you’ve entered. The deal in state Pending, as it hasn’t yet been approved by your supplier.
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To go back to the Deals page, where you can the full list of deals you’ve registered:
- Click Deals in the breadcrumb OR
- Click Deals in the left hand sidebar.