How To Register a Deal

In this article, We will learn about how partner can register a deal.

A partner can only register a deal for a program if program have this in their plan which they subscribed to bufferloop.

Let suppose you have a program for which you can register a deal.

To register a deal,

First you must need to have a signed contract approved by vendor.

In this case, vendor shares a contract which needs to be signed and partner have to send that signed contract back to vendor. Once vendor receives and approves the contract then only a partner can register a deal.

To submit the deal information,

1) On program dashboard, click on 'Deals'

2) On right side, Click on '+ deal' to register a deal.

3) Submit the details in the form.

4) Program/vendor will receives the deal information you submitted.

5) Vendors decides whether the deal is qualified or unqualified.

6) If vendor qualified your deal, You can then changes deal stages as it progresses.

7) Once you update deal stage as closed won, Vendor can verify and approve deal.

8) Once deal is approved by vendor, the reward will generate for partner.

 

In the process,

1) Parner and vendor can create group under engagement tab and discuss about the deal.

2) Share sales media

3) Can check timeline, in which they can check the on which date deal stage is changed.