This article is for partners. A deal registration tells the directory owner (the vendor) about a sales opportunity you're bringing them, and the vendor approves or declines it. You register deals from your profile's workspace in the PartnerPage dashboard.
Who can do this: Admin and Manager roles in a Software company; Admin and Profile Manager roles in a Service provider · Availability: directories where the directory owner has deal registration switched on (available on request)
Register a deal
In Your public profiles, click the row for the directory.
In the sidebar, click Deal registration, then Register a deal.
Fill in the form. The directory owner decides its questions, such as the prospect's name, email, company and comments.
Click Submit.
You see "Deal submitted" and the deal registration's page. PartnerPage emails the directory owner's team and your team about it. To add another, click Register another deal.
If you don't see Deal registration in the sidebar, the directory doesn't use deal registration, or your role can't register deals.
Track your deal registrations
In the sidebar, click Deal registration, then Deal registrations. The list shows each deal registration's Prospect, Company, Date submitted and Status, with the tabs All, Submitted, Approved and Declined.
Submitted: waiting for the directory owner's decision.
Approved: the directory owner accepted the deal registration.
Declined: the directory owner turned it down.
Open a deal registration to see the Prospect details and any Additional answers. Once the directory owner decides, the Decision card shows who approved or declined it and when, and the Decline reason if they gave one. PartnerPage also emails your team the decision.
You can't edit or withdraw a deal registration after you submit it, and the directory owner's decision is final. To correct a mistake, contact the directory owner.
Let your team register deals without logging in
Your profile has a public deal registration link that works without a PartnerPage login.
Open Deal registration, then Register a deal.
At the top of the page, click Deal registration. You see "Link copied".
Share the link, for example with your sales team.
The link opens a form titled "Register a deal with" followed by your profile name, and works only while your profile is Public or Searchable. Anyone with the link can submit it, and each submission is registered under your profile and appears in your Deal registrations, so share it only with people you trust. The directory owner can also copy the link for you.