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

• Approval status of each submission

• Converted records
  

Partner mangers can also:

• Create deal registrations directly

• Associate partners manually when required

 Conflict Detection and Resolution 

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