Deal Registration Management

Deals Registration Management

Deals Registration Management centralizes partner, contact, and deal data, enabling streamlined handling of registered and referral deals with configurable workflows tailored to simple or complex sales processes.

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Deals Registration View Registered Deals

Streamline Opportunity & Deal Management

Create, track, and convert opportunities into registered deals with real-time CRM integration and reporting.

  • Seamless CRM sync with connectors
  • Easy deal creation and registration
  • Real-time sales pipeline visibility

Customizable Deal Registration Fields

Capture every detail of registered or referral deals using flexible, customizable field configurations.

  • Assign and manage deal ownership
  • Add notes for calls and emails
  • Customize fields to fit workflows

Deals Registration Deal Details

Deals Registration Simplified Deal Registration

One-Page Deal Registration

Quickly register deals with a simplified form that auto-creates related contact and account records.

  • Register deals in one step
  • Accelerate deal submission process
  •  Auto-generate contact and account records

Module dependencies:

This module has the following dependencies on other modules, in order to get the full capabilities from it: