Configure Deal Registration in Partner Central

Configure deal registration to:

• Automate the submission & approval process
• Increase partner competitiveness and participation
• Provide incentives to partners for leads they convert quickly
• Get early visibility into your pipeline
• Manage channel conflict
• Monitor channel revenues both within your Experience Cloud site and in Salesforce

Here’s a summary of how to configure deal registration in your Partner Central site.

• Create Processes for Deal Registration
  A process allows you to define or customize the stages in the sales process for leads or opportunities.
• Create Page Layouts for Deal Registration
  Use page layouts to control field visibility and behavior for different types of users and sales processes. There are likely fields on leads that you might not want to expose only to channel managers and not partners.
• Create Lead Record Types for Deal Registration
  Create a lead record type to track deals submitted by partners in Experience Cloud sites. Record types help you differentiate between sales leads and registered deals, assign page layouts for each profile for deal registration, and simplify reporting by lead record type.
• Create a Global Action to Let Partners Register Deals
  Create a global action to allow partners to register deals from Experience Cloud sites. Partner Central comes with a Quick Create button that you can add the global action to so partners can register deals.
• Customize Opportunities for Deal Registration
  Create an opportunity process, page layout, and record type, similar to leads.
• Create Approval Workflows for Deal Registration
  Approval workflows are unique to each organization’s sales needs and business processes.
• Customize Partner Central for Deal Registration
  Partner Central comes predesigned to support deal registration. Use the Quick Create button to share a global action to submit registered deals. The template contains lead and deal list views for partner users.