Siebel CRM Partner Relationship Management Administration Guide Siebel 2018 E24800-01 |
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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
In Siebel Partner Portal or Siebel Partner Manager, navigate to Opportunities screen, then the List view.
Create a new opportunity, or drill down on an existing opportunity.
For more information on creating opportunities, see "Entering Opportunities (Partner)".
Navigate to the Registrations view.
Add a new record to create a deal registration, enter information about the deal, and save the record.
To submit the deal registration, change the status to Submitted.
The deal registration is sent to the vendor for review.