Deal Registration Management
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      3. Deal Registration Management

      Manage Received Deals

      Managing received deal requests with Channel Program is straightforward. This guide will walk you through viewing, requesting more information, approving, and declining deals.

      In this article:

      Viewing a Deal

      1. In the side navigation, click Channel Command.
      2. Select Deal Registrations.
      3. In the deal table, find the deal you want to manage and click on the deal name.
      4. Click through to review the deal details.

      Request More Information

      If, after reviewing a deal, you find that the submission is lacking details or requires clarification, you can send the deal back to the submitter for additional information. The submitter will be notified of your request.

      1. In the side navigation, click Channel Command.
      2. Select Deal Registrations.
      3. In the deal table, find the deal you want to manage and click on the deal name.
      4. Click through to review the deal details.
      5. If more information is needed, click Request Information.
      6. Specify what information is needed or clarify what’s lacking.
      7. Click Send Request to notify the submitter.

      Approving a Deal

      Once you’ve approved the deal the submitter and their stakeholders will be notified that the deal has been approved.

      1. In the side navigation, click Channel Command.
      2. Select Deal Registrations.
      3. In the deal table, find the deal you want to manage and click on the deal name.
      4. Click through to review the deal details.
      5. If you’re satisfied with the details provided, click Approve.
      6. Confirm the deal approval by clicking Approve.

      Declining a Deal

      Once you’ve declined a deal, the submitter and their stakeholders will be notified that the deal has not been approved. Be aware that the user can edit the details and resubmit it for reconsideration.

      1. In the side navigation, click Channel Command.
      2. Select Deal Registrations.
      3. In the deal table, find the deal you want to manage and click on the deal name.
      4. Click through to review the deal details.
      5. If the deal request isn’t a fit, click Decline.
      6. Select a reason for declining the deal. If you’ve selected other, enter a reason.
      7. Confirm Decline.