Deal Management

Administrative Permission Required

Administrative permission is required to access the ZiftONE Settings. For more information, contact your Account Administrator.

Overview

Deal Management settings allow the account administrator to manage the default assignee for any new deals that your supplier registers on your behalf. The assigned default user/sales rep will receive all notifications for the deal until it is assigned to another user.

You can change the Default Sales Rep for a specific deal once the deal is registered by following the Edit a Deal Registration instructions on our Manage Deals page.

Contents

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

Assign a Default Sales Rep

The account administrator can assign a Default Sales Rep or User for new deals registered by your supplier. The assignee will receive notifications on each deal until it is assigned to a new sales rep/user. 

Note: this setting is ignored for deals that your users register themselves.

1. Navigate to > Settings.
2. Select Deal Management in the left hand sidebar.
3. Go to the Default Sales Rep area.
4. In Users, select the user in your organization who will receive the notification. The list shows the users you've got configured for your account under > Settings > Manage Users.
5. [Optional] In Sales Reps, select any sales reps who should receive the notifications. The list shows the sales reps you've got configured for your account under > Settings > Sales Reps.
6. [Optional] Click add user or add sales rep to add a new person to either list of email recipients.

 Training

 Related Topics

• Manage Users
• Sales Reps
• Manage Deals
• Deal Notifications