Deal Registration allows partners to register prospects in their pipeline to receive additional margin and deal protection. Being the first partner to register a deal on a prospect gives you priority consideration and additional margin if you win that customer.
After submission, the CAM (Channel Account Manager) reviews the deal and, if approved, converts it to an opportunity.
Select Register Deal.
This opens a two-page form.
In First Name, enter the prospect's first name.
In Last Name, enter the prospect's last name.
In Email, enter the prospect's email address.
In Company, enter the prospect's company name.
In Website, enter the prospect's website URL.
From the Country drop-down, select the relevant country.
In Postal/ZIP Code, enter the prospect's company ZIP code.
For Do you have an existing relationship with this company, select
Yes if you have an existing relationship with the prospect. An additional field will appear asking What is the nature of your relationship?
Select the relevant option from the drop-down.No, if this is a new prospect.
Select Next to proceed.
From the Product Tier drop-down, select the tier the prospect is interested in (Starter, Standard, or Pro).
In User Count, enter the estimated number of users.
Select Next to submit the form.