Submitting a Draft Deal Registration

Unifyr Support
Unifyr Support
  • Updated

You have the option to save a deal registration as a draft, to keep it in your workspace but not submit it until you've finished working on it. Once it's ready, you complete the deal registration process by submitting the draft to the supplier for their approval.

  1. Navigate to the Deals page. 
  2. Find the draft deal you want to edit - it might be useful to use the Status filter at the side of the page to only display deals of Status = Draft.
  3. Click on the deal to open it.
  4. If you need to finish the deal details, or if any of the required fields haven't been completed, click Edit Deal to make the required changes.
  5. When all the information is ready, click Submit Deal. The deal is submitted to your supplier, and its status changes to Pending.

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