Adding Custom Information to a Deal Registration

Your supplier might provide custom sections for you to fill in when managing a deal. For example, they might want you to maintain a history of the interactions you’ve had with a customer while prospecting/securing the deal.

You can add multiple instances of the information to a deal registration and they will be retained with the deal through its lifecycle.

1. Navigate to the Deals page. 
2. Find the deal you want to edit, and click on it to open it.
3. Scroll down to the section to which you want to add an entry.
4. Click Add Item.
5. Complete the fields provided by your supplier.

6. Click Save. The entry is listed in the relevant section in the deal, along with others that have been added previously (if applicable).

   Your supplier may have requested that they need to approve any additions of information like this. If this is the case, the entry is marked with the label Pending until approval is received.

7. When you’ve added a piece of information to the deal, you can carry out one of these actions on it:
   • View/ Edit - open the entry, and update the information if required
   • Delete - remove the information from the deal record