Creating and Submitting Deal Registrations (Partner Users)

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

Complete the steps in the following procedure to create and submit a deal registration.

To create a deal registration

1. Navigate to the Deal Registrations page, and create a new deal registration.

2. Specify the details for the deal registration as follows:

   1. Specify the name for the registration and other details, such as the expiration date and so on.

   2. If the registration is for an existing opportunity, then fill out the Associated Opportunity field as appropriate. Otherwise, if the registration is for a new opportunity, then select the New Opportunity check box, and specify the additional details, such as Deal Size, Close Date, and so on.

   3. If the registration is for an existing customer, then specify the Associated Customer field. If the deal is for a new customer, then select the New Customer check box, and specify the additional details about the new customer.

   4. Perform the preceding three steps for Contact records as well.

   5. If you want to assign the ownership of the deal registration to a different user, then specify the user in the Owner field.

   6. Save the record.

3. If you know the likely products for the deal, then specify each product as a line item on the registration. Provide as much information as possible, including the price, quantity, and so on.

To submit a deal registration

1. Update the Submission Status field from Not Submitted to Submitted.

2. Save the record.