Deal Registration Key Information

Name

The name of the deal registration. To avoid duplicate records, make sure you follow the naming conventions your company has set up for abbreviations, capitalization, and so on.

Type

The type of deal registration. The options include: Standard and Non-Standard.

Submission Status

The submission status of the deal registration. The options include: Not Submitted, Submitted, and Recalled.

Expiration Date

The date on which the deal registration will expire.

Special Price Reqd.

Indicates whether special pricing is required for the deal registration.

Associated Lead

A unique identifier for the lead that resulted in the deal registration.

ID

The unique identifier (ID) for the deal registration.

Principal Partner

The partner account that discovered the deal registration. The partner who discovered the deal registration might no longer own it.

Principal Partner: Location

The location of the originating partner account.

Partner Program

The partner program to which the deal registration is attached.

Objective

The objective associated with deal registration.

Support Reqd.

Indicates whether presales support is required for the deal registration.

Opportunity Information

Associated Opportunity

The name of the opportunity with which the deal registration is associated.

New Opportunity

Indicates whether the opportunity associated with the deal registration is a new one.

Currency

The selected currency for the opportunity with which the deal registration is associated.

Deal Size

The size of the deal in the units of the selected currency.

Close Date

The close date for the opportunity with which the deal registration is associated.

Product Interest

The product area in which the prospective customer is interested.

Next Step

The next logical step in the selling process for the opportunity associated with the deal registration.

Customer Information

Associated Customer

The name of the customer organization associated with the deal registration.

New Customer

Indicates whether the deal registration is for a new customer organization.

Company Name

The name of the customer organization.

Country

The country in which the customer organization is based.

Street

The customer organization's street address.

City

The city in the customer organization's address.

State

The state in the customer organization's address.

Postal Code

The postal code of the customer organization's address.

Associated Contact

The name of an associated contact.

New Contact

Indicates whether this is a new contact.

Mr./Mrs.

Indicates the appropriate salutation designation.

First Name

The customer's first name.

Middle Name

The customer's middle name.

Last Name

The customer contact's last name.

Job Title

The customer contact's job title.

Email

The customer contact's email address.

Telephone #

The customer contact's telephone number.

Cell Phone

The customer contact's cell phone number.

Fax

The customer contact's fax number.

Approval Information

Approval Status

The current status of the deal registration approval.

Current Approver

The name of the person who must approve the deal registration next.

Final Approver

The name of the person who granted final approval to the deal registration.

Submitted Date

The date on which the deal registration was submitted for approval.

Approved Date

The date on which the deal registration was finally approved.

Reject Reason

The reason for rejecting approval of the deal registration.

Description

Additional information about the deal registration. This field has as a limit of 250 characters.

Additional Information

Owner

The owner of the deal registration record.

Generally, the owner of a record can update the record, transfer the record to another owner, or delete the record. However, your company administrator can adjust the access levels to restrict or expand a user's access.

The value in the Owner field affects which records are included in reports that you or your managers run in the Analytics pages.

Depending on the record ownership mode that your company administrator sets up for the record type, you might see the Owner field, or the Book field, or both of these fields on the record Detail page, and one or both of the fields might be blank. For more information about record ownership modes, see About Data Access, Record Sharing, and Record Ownership.

Owner Partner Account

The name of the partner account that owns the deal registration.

Originating Partner Account

The name of the partner account that discovered the deal registration. The partner who discovered the deal registration might no longer own it

Description

Enter any additional information about the deal registration.