Notification: Deal Registration

Overview

ZiftONE automatically sends notifications to the partner sales rep or the supplier deal owner.  

Deal Notification

The Deal Notification email is a versatile email design that both the supplier and partner receive for different reasons. The partner might receive a deal approved email, deal rejected email, account approved or an account rejected email. The supplier might receive a new deal submitted or a new account requested email.

These emails are triggered for distribution in the following ways:

  • When a new deal is distributed to the partner via a PRM/CRM.
  • When a deal is created from an activity.

 

Your Deal Has Been Approved

The Deal Has Been Approved notification advises the partner that the supplier has approved the deal. The deal is approved in these ways:

  • From ZiftONE Admin > Deal Details 
  • In Salesforce > Zift Deal Approval Status field dropdown

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Your Deal Has Been Rejected

The Your Deal has been Rejected notification advises the partner that the supplier has rejected the deal. A rejection usually indicates that another partner or perhaps the supplier has previously been associated with this deal. Suppliers can reject the deal in ZiftONE Admin > Deal Details or Salesforce > Zift Deal Approval Status.

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Deal Account Approved

A Deal Account Accept Notification is generated by the supplier when the supplier approves a request for a new deal account. The supplier approves account request in one of the following ways:

  • ZiftONE Admin > Account Request
  • In conjunction with the Pending Deal
  • Salesforce > Zift Account Approval Status field dropdown

 

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Deal Account Rejected

The Deal Account Rejected notification is sent to the partner by the supplier when the supplier rejects a request for a new deal account. The supplier rejects the account request in one of the following ways: 

  • From the Account Request page in ZiftONE Admin.
  • In conjunction with the Pending Deal
  • In Salesforce via the Zift Account Approval Status field dropdown

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