Build your channel deal registration.
Keep partner opportunities and duplicate registration decisions visible.
How to build your channel deal registration
Describe the job
Keep partner opportunities and duplicate registration decisions visible.
Review the first version
Choose how the partner manager records the partner and how the channel reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A channel deal registration example
Two resellers register the same customer opportunity.
Channel deal registration example
- Record
- Channel deal registration · 01
- Owner
- Partner manager
Current stage · Partner manager
Open the partner
Two resellers register the same customer opportunity.
Read the full walkthrough
Open the partner
Two resellers register the same customer opportunity.
- Record:
- Channel deal registration · 01
- Owner:
- Partner manager
Review the decision
Preserve both submissions and route a duplicate review before assigning a registration decision.
- Stage:
- Review pending
- Owner:
- Channel reviewer
Preserve both submissions
Preserve both submissions until the channel owner decides the registration outcome.
- Next action:
- Preserve both submissions until the channel owner decides the registration outcome.
- Owner:
- Partner operations coordinator
What to include in your channel deal registration
Keep the partner in context
Keep partner, end customer, opportunity, registration date, duplicate check and decision together so the next person can understand the request or record.
When the next step needs a decision
Two resellers register the same customer opportunity. Preserve both submissions and route a duplicate review before assigning a registration decision.
Keep decision visible
Preserve both submissions until the channel owner decides the registration outcome.
Choose what each person needs
Give the partner manager a working view and the channel reviewer a review view. Keep partner and end customer attached to the decision as the work moves between them.
Questions about channel deal registration
Start with partner, end customer, opportunity, registration date, duplicate check and decision. Describe who enters the information and who reviews the next step.