Loading
Prepare for Email to Become the Default Login ExperienceRead More
Partner Cloud
Review and Approve Deal Registrations

Review and Approve Deal Registrations

As a channel manager, review submitted deal registrations from Leads, check duplicates, and approve or reject each deal with Orchestration Work Guide.

Required Editions

Available in: Lightning Experience
Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go.
User Permissions Needed
View and edit deal registration leads Edit on Leads

Complete Set Up Partner Deal Registration.

  1. From the Leads tab, filter records by your Deal Registration lead record type.
  2. Open a submitted deal registration lead.
  3. Review deal details and inspect Potential Duplicates for matching records.
  4. Use Orchestration Work Guide to approve or reject the deal.
  5. Confirm lead status and partner notification outcome.

Approved deals are eligible for conversion to opportunities. Rejected deals remain in Salesforce for audit history.

 
Loading
Salesforce Help | Article