Deal Registration
Configuring Deal Registration
Deal registration helps identify potential conflicts between partners and ensures that the same deal is not claimed by multiple partners. It enables partner managers to review, approve, or reject deals submitted by partners, maintaining transparency ...
Managing Deal Registrations and Resolving Conflicts
This guide assumes that deal registration is already configured. If not, see Configure Deal Registration. Once configuration is complete, the Deal Registration module becomes available in the system. This module displays: Deals submitted by partners ...
Deal Registration Overview
In Zoho PRM, Deal Registration helps prevent overlapping deal ownership and ensures that partners receive proper credit for the deals they bring in. It allows partners to submit potential deals for review and enables partner managers to approve or ...