Copy Deal Registrations in Redwood Sales

Channel users can now effortlessly duplicate an existing deal registration into a new draft with just one click—saving time, reducing manual effort, and ensuring consistency. This intuitive feature streamlines the deal creation process, making it easier than ever to manage similar or repeat opportunities.

Reduce manual effort and data entry by duplicating an existing deal registration into a new draft. This allows channel managers and partners to quickly reuse deal details for similar opportunities while maintaining accuracy and consistency.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

1. No setup is required to use this feature
2. Users will see the “Copy Deal Registration” action under the Actions bar on the deal registration foldout page.
3. On clicking the action, users will be prompted with a confirmation message. Selecting “Yes” creates a new draft deal with a system-generated number.

Key Resources

Create Deal Privilege: MKL_CREATE_PARTNER_DEAL_PRIV

Access Requirements

Only users with the privilege to create deal registrations can access the Copy action. Users with read-only access will not be able to use this feature.