Notification: Deal Registration

Overview

Your portal automatically sends these 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.

New Deal Submitted

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 a deal. 

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. 

Deal Account Approved

A Deal Account Accept Notification is generated by the supplier when the supplier approves a request for a new deal account.

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. 

Deal Closing Reminder Notification

The Deal Closing Reminder notification is sent to the assigned Sales Rep when a deal is approaching its Estimated Close Date.