Accounts for Deal Registration

Note

Deal Registration is optional. For more information, contact your supplier's point of contact.

Overview

Accounts are end customer records that suppliers add to their partner program database to facilitate deal management. Your supplier may be supporting the use of customer accounts as part of their deal registration process.

Any time you close a deal with a customer, you need to make the customer details known to the supplier. If you're working with customer accounts, your supplier will provide a list of approved accounts. They may also give you the option to request a new account when you create a deal registration for a new customer. Your supplier will then need to approve the account or reject it. 

If your supplier permits you to request new accounts, make sure the requests meet the requirements for approval. Here are some common reasons accounts are not approved:

• The requested account already exists. 
• Not enough information has been provided.
• The partner is not authorized to register deals with that account. 

Contents

Click on the + to expand the instructions for the desired task.

Request a New Customer Account

The option to request a new customer account when registering a new deal is made available by your supplier. It may not be supported in your partner portal. If it's not enabled, you can only select from the list of approved accounts provided by the supplier.

1. When registering a new deal, click Request New Account.

2. Provide this information - what's included in the form depends on your supplier's configuration:

   Parameter	Type	Description
   Account Name	Text	The name - usually the name of the individual or business.
   Description	Text	Key information about this account, such as industry focus, etc.
   Type	Text	The Account Type - this may be in line with your CRM defaults or correspond to your requirements.
   Industry	Text	The vertical markets served by this account.
   SIC Code	Number	The Standard Industrial Classification number (USA). This is a four-digit code that designates an area of economic activity. For more information, see Standard Industrial Classification (wikipedia)
   # Employees	Number	The approximate number of staff.
   Street Address	Text	The building number and street name part of the individual/organization's address.
   City	Text	The city part of the individual/organization's address.
   State	Text	The state part of the individual/organization's address. This field can also be used to enter the county, province, or other regional designations for non-USA addresses.
   Zip/Postal Code	Text	The zip / postal code part of the individual/organization's address.
   Country	Dropdown List	The country part of the individual/organization's address.
   Phone	Number	A contact phone number.
   Website	Text	URL of the individual/organization's corporate webpage.

3. Click Save.

Related Topics

• Deal Notifications