Updating a Deal

You can make changes to deals that you've registered with your supplier:

Editing Deal Details

Updating the Status of a Deal

Changing the Sales Rep Assigned to a Deal

Managing Contacts for a Deal

Adding Attachments to a Deal

Specifying the Line Items for a Deal

Editing Deal Details

You can edit a deal in the partner portal.  Adding/updating information and saving the deal will not change its current status.

1. Navigate to your Deals page.

2. Find the deal you want to edit, and click on it to open it.

3. Click Edit.

   

4. Make your changes to the details of the deal. Required fields are marked with a red asterisk *.

5. Click one of the following:

   • Cancel - Leave the page without saving your changes
   • Save - Update the deal 
   • Save as Draft (if the deal has not yet been submitted) - Update the deal

Updating the Status of a Deal

When you've registered a deal with your supplier, you want to keep them updated of your progress in negotiating it to closure.

To update the status of a deal:

1. Navigate to your Deals page.

2. Find the deal you want to edit, and click on it to open it.

3. Click on the relevant stage in the Deal Progress timeline.

   Your supplier decides the stages that are available here - your timeline may look different to this one.

   

   The status is updated in your record, and passed to your supplier to update theirs. The Probability that your supplier has associated with the stage is applied to the deal too.

Changing the Sales Rep Assigned to a Deal

You can change the sales rep assigned to a deal that you've registered:

1. Navigate to your Deals page.

2. Find the deal you want to edit, and click on it to open it.

3. Click Edit.

4. In the Sales Rep field, choose the new user from the drop down list. The list contains all the users that are registered to your account under Settings > Users. For more information, see Manage Users.

   

5. Click Save (or Save as Draft if you haven't submitted the deal yet). The change shows in the Deal Details area of the deal information, and is passed to your supplier's record.

Managing Contacts for a Deal

You can add contacts to a deal registration, or update ones that are already assigned.

To add a contact to a deal:

1. Navigate to your Deals page.
2. Find the deal you want to edit, and click on it to open it.
3. Click Edit to open the Edit Deal screen.
4. In the Contacts area, click Add Contact.

   

5. Find the existing contact you want to add, either by browsing the list or using the Search option. Click Add to assign them to the deal.
6. Alternatively, you can add a completely new contact to the deal. Click Create New and complete the requested information. Click Save to complete the action.
7. To remove a contact from the deal, click X next to it. You're asked to confirm that you want to proceed with removing the contact. Click Remove to continue.

Adding Attachments to a Deal

You can add attachments to a deal registration, if you need to provide additional information or documents for reference.

Your supplier decides if they offer the option to add attachments to deals, and whether this is required or optional.

To add an attachment to a deal:

1. Navigate to your Deals page.

2. Find the deal you want to edit, and click on it to open it. Attachments that are already appended to the deal are shown in the Deal Attachments area.

   

3. Click Edit to open the Edit Deal screen.

   

4. Navigate to the Upload Attachments area of the deal.
5. To add a new attachment, drag and drop a file onto the area, or click browse to find and upload one.
   • Up to 10 files can be uploaded per deal.
   • Each file must be 50MB or less.
   • Supported file types: .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4

   The 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

6. If you’ve added an attachment, you can click  to take it off the deal. If your supplier added the attachment for your reference only, you can’t remove it.

   

   If your supplier has specified that at least one attachment MUST be added to each deal raised for them, you'll see an error message if you try and submit the deal without one. This might not be the case with your supplier.

   

7. Click Save (or Save as Draft if you haven't submitted the deal yet). The change shows in the Deal Details area of the deal information, and is passed to your supplier's record.

Specifying the Line Items for a Deal

Once you've created a deal, you can add line items to specify what items (products, services, etc.) will be included in the deal.

1. Navigate to your Deals page.

2. Find the deal you want to edit, and click on it to open it.

3. Go to the Line Items area. Any line items that are already included in the deal are shown here.

   Your supplier decides what information is shown in the Deal Line Items table.

4. Click Add.

   

5. In Search Products, find the product you want to add. You can use the Search field to search for a product name or code, if you know it.

6. Click Select for the required product.

   

7. Complete the Add Line Item form. Your supplier decides what information they want to capture here, but Quantity will always be required. Required fields are indicated by a red asterisk *. If included in the form, Total Price updates automatically based on your selection.

   

8. Click Add. The item is added to the Deal Line Items table in the deal.

9. To update an entry in the table, click Edit . To remove a line item from the deal, click Delete .