Associating Deal Registration with an Opportunity (Channel Manager)

When creating a new deal registration, it might or might not be associated with an opportunity. In most cases, the partner user has a new opportunity in mind when creating a deal registration and thus does not associate it with an existing opportunity. However, a deal registration cannot be approved unless it is associated with an opportunity. Thus, associating a deal registration with an opportunity is an important activity, usually performed by a brand owner user. The user can do it manually by populating the Associated Opportunity field or automatically by converting the deal registration to an opportunity.

This task is a step in Example Process of Managing Deal Registration.

Complete the steps in the following procedure to associate a deal registration with an opportunity.

To manually associate a deal registration with an opportunity

1. Select a deal registration that has the appropriate approval status, for example, Pending Approval.

2. Populate the Associated Opportunity field with the appropriate opportunity.

3. Save the record.

To automatically associate a deal registration with an opportunity

1. Select a deal registration that has the appropriate approval status, for example, Pending Approval.

   If your role has the privilege, PRM: Convert Deal Registration, then you see a button labeled, Convert to Opportunity, on the Deal Registration Details page.

2. Click Convert to Opportunity.

   The Deal Registration Conversion page is displayed. Some fields are prepopulated with the values from the deal registration.

3. Modify the default values, as appropriate, and click Save.

   If the conversion is successful, then a new opportunity is created and automatically associated with the deal registration. The Associated Opportunity field on the registration is populated with the newly created opportunity.