In Zoho PRM, Deal Registration prevents overlapping deal ownership and makes sure partners get proper credit for the deals they bring in. Partners submit potential deals for review, and partner managers approve or reject them, keeping the process transparent and fair across your partner network.
How It Works
- A partner submits a deal registration through the Partner Portal.
- The submission is checked for conflicts.
- A designated reviewer approves or rejects it.
- Approved registrations are converted into CRM records, so partner-submitted information flows straight into the sales pipeline.
Conflict Detection
Deal Registration has built-in conflict detection to catch duplicate or conflicting deals before approval. Submitted details such as email, phone, or domain are checked against existing records. If a conflict is found, the registration is flagged for review and can't simply be approved without that check.
What Approval Does
- The registration is converted into an Account and a Deal.
- Relevant information carries over, based on your configuration.
- Partner ownership and attribution are maintained automatically.
Connected Modules
- Partner Accounts and Contacts. Identify who submitted the deal and keep the partner attribution.
- Accounts and Deals. Hold the approved, converted records.
- Partner Programmes. Control which partners can register deals and who reviews submissions.
- Partner Commissions. Use approved deals for incentive and commission tracking.
When it matters most: Deal Registration is most effective when several partners may target the same customers and deal ownership needs to be established early in the sales cycle.
Need help? 1 Cloud Consultants can help you set up deal registration so partner-sourced deals are protected and credited correctly.
Book a discovery call with 1 Cloud Consultants.