Registering a New Deal

You can register a deal in your partner portal.  This procedure helps you to enter the relevant information and assign the deal to a supplier. Once the deal is submitted you can edit it.

1. Navigate to one of these paths:
   • Deals > Register New Deal
   • Contacts > select one from Leads for the Contact > New Deal
   • Leads > Distributed Leads > select the Distributed Lead > New Deal
   • Leads > Registered Leads > select the Registered Lead > New Deal
2. [Optional] Select a Deal Type from the dropdown list (if enabled). By selecting the Deal Type, you may be asked to complete Custom Fields that gather different components of the deal such as contacts.

3. Provide the following information about the deal:

   Parameter	Type	Description
   Deal Name	Text	A user-friendly identifier that distinguishes this deal from others in a list. Make the name unique to reduce the chance of creating duplicate records.
   Account	Text	[Optional] The customer account purchasing this deal. Not all suppliers use accounts.  Select an account from the list or type in the name to be shown suggestions. If the account you are looking for does not exist, you may be able to submit an account request by clicking the Request New Account link. This option is provided by your supplier and might not be supported in your deal forms. When viewing the Deal, click the View link to access details of a linked account.
   Currency	Dropdown list	The currency for the sale. Your supplier controls what currencies are made available to you.
   Quantity	Number	[Optional] The number of units required.
   Pricebook	Dropdown list	[Optional] The pricebook that includes the line items for this deal.  Select a pricebook from the list or type in the name to be shown suggestions. When you add line items to the deal, you can select items from the linked pricebook, and the relevant quantity included in the sale. The prices you select are retained for the lifecycle of the deal. If your supplier subsequently updates their pricebook, only new items added to the deal will show new unit prices. Any line items already in the deal will not be affected.
   Total Value	Number	[Optional] The total expected value of the deal.
   Estimated Close Date	Date Selector	The date on which you expect the deal to be finalized.
   Stage	Dropdown List	The deal's current stage in the sales process, for example Closed Won. Select a stage from the list or type in the name to be shown suggestions.
   Probability %	Number	[Optional] How far in the deal negotiations this deal has progressed, expressed as a percentage. A higher value indicates the deal is closer to closing.  This value is populated with the default probability value of the specified Stage, but you can change it if required.
   Sales Rep	Dropdown List	The Sales Rep associated with the deal.  Notifications relating to this deal will be sent to the selected Sales Rep. The Sales Rep for the deal defaults to the user who is creating the deal in the partner account. You can change the assigned Sales Rep by choosing a new one from the list.  The Sales Rep can be pulled to Salesforce as the Contact Sales Rep on the deal if you have an integration. Sales Rep is not editable in Salesforce.
   Description	Text	[Optional] Provide additional details, such as what the deal will include or require. For example, if you know how many units of a particular product will be purchased through this deal, provide this information for the supplier.
   Custom Fields	Various	Custom Fields are custom data items that your supplier wants to collect from you. The fields available here vary by supplier.
   Attachments	File Upload	The files attached to the deal. Both you and your supplier can upload and access these files. Up to 10 files can be uploaded per deal. Each file must be 50MB or less. Supported file types include .doc, .docx, .txt, .csv, .bmp, .gif, .jpg, .jpeg, .png, .xls, .pdf, .ppt, .pptx, .ods, .odt, .odp, .odg, .ics, .rtf, and .mp4 Your supplier decides whether/how they want you to supply additional information about the deal - they will specify one of these options: Attachments are required - you can't submit a deal if it doesn't have an attachment Attachments are optional Only suppliers can include attachments - any attachments on a deal will be read only, and you're not permitted to submit your own

4. Click one of the following:
   • Cancel - Leave the page without saving.
   • Save as Draft - Save the deal as a draft in your workspace and return to complete it later. Deal Name is the only required field for a draft deal.
   • Save and Add Line Items - Itemize the details of the deal. Note that line items are not available in all instances, as not all suppliers employ pricebooks.
5.  Click Submit Deal to send the deal registration request to your supplier for approval. All supplier-defined required fields must be populated to submit the deal.

The deal is listed with its current status in the Deals list on the Deals page. The status updates as the deal progresses through its lifecycle. You can also see the deal's status next to its name in the Deal Details screen.