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About Deal Registrations


Deal registration is a process by which a partner registers an opportunity with a vendor to make sure that the opportunity is not taken away or undercut by another partner or the vendor's direct sales force. Some of the key features of deal registration are as follows:

  • Flexible creation mechanism. Both the vendor and partners can create and submit deal registrations. This mechanism enables partners who do not have access to Siebel PRM to enjoy the benefits of deal registration.
  • Configurable approval process. The approval process associated with deal registrations is configurable. Approvers can be individuals or specific job roles. Approvals can be parallel or sequential. Multiple levels of approvals are supported.
  • Automatic expiration of approved registrations. An expiration date can be set for a deal registration when it is approved. If a date was set, the deal registration automatically expires on the specified date. This feature enables the vendor to set expiration dates for deal registrations.
  • Approvers can view potential duplicates. Deal registration includes built-in logic to identify potential duplicates. Before approving a deal registration, approvers can view other deal registrations that might be potential duplicates. This feature enables an approver to make an informed decision when approving a deal registration.
  • Enforcement of one approved registration for each opportunity. The deal registration process automatically makes sure that an opportunity never has multiple, approved deal registrations.
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