About Multi-Partner Deals

If your partner portal supports partner co-selling, you may have the option to tag a co-selling partner when you register a deal. Your supplier will be advised that the deal is a joint effort. You may also be able to ask the co-seller to approve the deals you register.

• Multi Partner Deal Registration
• Multi Partner Deal Approval

Multi-Partner Deal Registration

If your supplier has given you a list of approved co-sellers, and enabled multi-partner deal registration, you can select and tag one of the co-sellers when registering a deal.

Your supplier may give you specific deal types that support the assignment of a co-seller - for example, this deal is based on the Co Seller deal type, which the partner selected when choosing Register New Deal in the partner portal:

The selected co-selling partner is shown in the deal details when you’ve registered it, when viewed by you, your co-seller, and your supplier.

A co-seller partner can access all their multi-partner deals from the Deals page of their partner portal. They can choose Multi-Partner Deals from the dropdown list that’s displayed if your supplier has enabled co-selling in your portal:

Multi-Partner Deal Approval

If multi-partner deal approval is enabled on your partner portal, you can tag one of your co-sellers when registering a deal,. The co-seller may be given the opportunity to approve or reject the deal. This needs to be agreed with your supplier - reach out to them for more information.

• If you raise a deal with a co-seller tagged, the co-seller partner receives an email notification that you’ve registered a deal for their approval/rejection.

  Note

  The Default Sales Rep set for the co-seller partner will receive the notification. Your nominated co-seller partner must ensure they have configured this user in Settings > Deal Management in their partner portal.

• Your chosen co-seller sales rep uses the link in the email to access the deal in the Deals page of their partner portal. They can approve or reject the deal. They can also update the deal, if required.

  

• You, as the originator of the deal, receive an email notification when your co-seller has approved/rejected the deal.
• The supplier sees the deal, with the co-sellers recorded and the current approval/rejection status shown. They have the option to approve or reject the deal as well. Once the supplier has approved/rejected, the co-selling partner can no longer add their update.