Deal management guides

• Creating a deal
• Creating a project
• Viewing deal info
• Editing a deal
• Registering a deal
• Registering a project

There are three types of deals: deals, scheduled deals, and projects. Follow the links in the listed sections for information on deal registration conditions.

Creating a deal on the Partner portalCreating a deal on the Partner portal

If the deal meets the criteria, create it on the Partner portal:

1. Create a deal by following this guide. The amount you indicate must meet the conditions.
2. Open your new deal and use the deal registration tool as per this guide.
3. Track the deal registration status in the Activities section.
4. Update the deal status as its objectives get achieved.

Creating a deal on the Partner portalCreating a deal on the Partner portal

If the project meets the criteria, create it on the Partner portal:

1. Create a project by following this guide. The amount you indicate must meet the conditions.
2. Open your new project and use the project registration tool as per this guide.
3. Track the project registration status in the Activities section.
4. Update the deal status for the project as its goals get achieved.