How to generate a Deal Registration Request
Posted by The Team at Mindmatrix on 19 October 2015 08:02 AM
Step 1: Hover the “Manage” tab and then click on the “Deal Registration Request”.
Step 2: Click on “Create Deal Request”.
Step 3: Fill in the Deal’s contact and demographic information and click on “Save”.
A. First Name: Enter the first name for the contact you need to register the deal for.
B. Last Name: Enter the last name for the contact you need to register the deal for.
C. Email: Enter the email address for the contact here.
D. Company: Enter the company name here.
E. Work Number: Enter the work number for the contact here.
F. Title: Enter the title for the contact here.
G. Comments: Enter the comments here, if any.
The deal request has been created. You will now have to get approval from the administrator.
Deal Registration Approval
Step 4 Administrator will receive a notification email to approve the deal registered.
Step 5 Hover the “Manage” tab and then click on “Deal Registration Approval”.
Step 6 Click on “Approve” to approve a registered deal.
Step 7 You will get a notification email once the deal is accepted by the administrator.
Step 8 You can confirm the approval in the “Approved Deals” section.