Example Process of Managing Deal Registration

This topic provides one example of a process for managing deal registration. Your company may follow a different process according to its business requirements.

To manage deal registration, channel managers and partner users perform the following tasks:

  1. Creating and Submitting Deal Registrations (Partner Users)

  2. Associating Deal Registration with an Opportunity (Channel Manager)

  3. Approving, Rejecting, or Returning Deal Registrations (Channel Managers)