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Siebel CRM Partner Relationship Management Administration Guide
Siebel Innovation Pack 2015
E24800-01
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Submitting a Deal Registration

Distributors must use Siebel Partner Portal to submit deal registrations. All deal registrations must be associated with a new or existing opportunity.

Vendors can submit a deal registration on a partner's behalf. The vendor uses Siebel Partner Manager. The following steps apply to both Siebel Partner Portal and Siebel Partner Manager.

To submit a deal registration  

  1. In Siebel Partner Portal or Siebel Partner Manager, navigate to Opportunities screen, then the Opportunities List view.

  2. Create a new opportunity, or drill down on an existing opportunity.

    For more information on creating opportunities, see "Entering Opportunities (Partner)".

  3. Click the Registrations tab.

  4. Click New to create a deal registration, enter information about the deal, and save the record.

  5. To submit the deal registration, change the status to Submitted.

The deal registration is sent to the vendor for review.