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.

 

 

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