This guide assumes that deal registration is already configured. If not, see Configure Deal Registration.

This module displays:

• Deals submitted by partners

• Approval status of each submission

• Converted records
  
  

Partner mangers can also:

• Create deal registrations directly

• Associate partners manually when required

When a deal registration contains duplicate information, the system automatically detects a conflict.

How conflicts appear

• When you open the deal registration record, a message appears at the top indicating that a conflict has been detected.

• Click View Conflict to see detailed information.
  

Viewing conflicted records

You will be able to view:

• Existing duplicate records

• The fields that caused the conflict

• The partner associated with those records

Approving or Rejecting a Deal Registration

If you approve the deal registration:

• The record is saved as a valid deal.

• The system converts the registration into:

• An Account record

• A Deal record

• Ownership and partner association are automatically maintained.

If you reject the deal registration:

• A side panel appears.

• Select a rejection reason from the drop-down list.
  

• Optionally add comments for additional context.

Next Step: Partner Commissions