1 / 12

Registering Deals

This guide provides detailed steps and field descriptions for registering deals that originated as INBOUND or OUTBOUND opportunities. Learn how to close the deal and complete registrations efficiently. Find helpful tips on co-selling with Microsoft and utilizing the deal registration tool effectively.

rcannon
Download Presentation

Registering Deals

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Registering Deals 03/28/2018

  2. Register individual deals

  3. PSC: Deal (Win) Registration You can register deals that began as either INBOUND or OUTBOUND opportunities Steps to begin deal (win) registration: Select “…” in the deal list Select “NEW DEAL REGISTRATION” 1 2

  4. 1

  5. 2 4 3 5 6 7 8 9

  6. Field Descriptions and Guidance (1/3)

  7. Field Descriptions and Guidance (2/3)

  8. B A C D

  9. Field Descriptions and Guidance (3/3)

  10. Close the deal to complete registration Click “Close as Won” 1 1

  11. Closed Company Deals or My Deals—navigation Co-sell flag determines if Microsoft and partner will be collaborating to land that deal. Whether a deal is co-sell or not is determined by Microsoft .  Click on header of any text column to sort deals in ascending or descending order Search across all text columns View up to 150 results per page Deal Registration status Deal Registration type

  12. If you see a deal that is “pending” deal registration status in the “Open” tab, then you have not completed the registration process and must open the deal and click “Close as Won” on the bottom left. • Digital signature: EXACTLY how it is spelled in parentheses • Product not located: Make sure that the product you are looking for is in OCP Catalog as “IP” and Co-sell ready. Deal Registration—help and tips

More Related