Deal Registration — Product Tour

Full walkthrough

1. This is the View Registered Deals grid — the partner's deal pipeline dashboard. Every deal your team registers lands here as the single source of truth for the whole portfolio.
2. Columns include Deal ID (auto-generated), Deal Name, Account Name, Sales Stage, Amount, Expected Close Date and Status — Ready for Submission, Pending Approval, Approved or Rejected.
3. The toolbar carries every list-level action: Add opens a new deal form, Delete removes selected records, Export downloads to CSV/XLSX, and Create View builds a custom filtered view. Saved Filters next to the search bar gives one-click access to views like Co-Sell Deals, Approved and Pending Approval.
4. Control how many deals load per page — 10, 25, 50 or 100 — to balance scanning speed against context.
5. Search Registered Deals by Deal ID, Deal Name or Account Name to jump straight to a record.
6. Basic Search filters by Amount, Currency ISO Code, Deal ID, Deal Name, Sales Stage and Status using operators like Contains, Equals, Begins With and Is Blank. Advanced Search stacks multiple conditions with AND / OR / Custom Criteria Logic — e.g. "1 AND 2 OR 3" — and lets you Save Filter for reuse across large pipelines.
7. Export opens the Export Columns List — press Next and we'll open it for you.
8. Pick the fields to include, choose Selected Records or All (up to 1,000), select CSV or XLSX, and save the configuration as a template for future exports.
9. Now let's register a deal. Press Next and the Add a Registered Deal form will open.
10. Deal Information captures the core record: Deal Name, the system-generated Deal ID, Account Name, Currency ISO Code, Contact Name, Amount, Quarter, Sales Stage, Expected Close Date, Lead Source, Price Book and a Favorite toggle.
11. The Partner section confirms whether you are the primary sales contact — answering Yes auto-fills your name, phone and email as the contact for this deal.
12. Contact Information captures the end-customer contact for the deal: First Name, Last Name, Email, Title and Phone.
13. Company Information records the end-customer's company — name, website, phone and industry.
14. Save & Submit for Approval is a dual-action button — it saves the deal and submits it into the approval workflow in one click, instead of saving and then submitting separately. Press Next and we'll do it for you.
15. The deal is created and submitted. This is the 360° record — Deal Information, Partner, Contact and Company sections all shown read-only.
16. Status has already moved from Ready for Submission to Pending Approval. From here it resolves to Approved or Rejected, with every step captured in Approval History below.
17. Tagging a deal Favorite pins it to the top of the View Registered Deals list for both partner and admin — no searching required for your highest-priority deals.
18. Deal Line Items list every product tied to the deal — SKU, Sales Price, Quantity, Total Line Item and Net Line Item — each linking through to its product detail page.
19. Tasks keep follow-up on the deal: name, status, start and due dates. Add creates a new task with Priority, Assigned User and Description.
20. Notes capture deal context with file attachments, each stamped with the associated record and its attachment.
21. My Community keeps deal conversations in context — partners and vendor users post updates and share Community Assets like training docs and case studies, targeting specific users instead of scattering the thread across email.
22. Approval History is the full audit trail — the step, approver, status, comments and the date each action was taken — giving full transparency to partner and vendor alike.
23. The action row carries record-level actions — Edit, Delete, Clone and Assign To — available while the deal is still editable, before it locks at Pending Approval. That completes the Deal Registration flow.

Questions about this tour

How does partner deal registration work in ZINFI?

A partner opens the Deal Registration application, submits a deal with the customer, products, expected value and close date, then chooses Save & Submit for Approval. The deal moves into a vendor approval queue, and the partner tracks its status in the same grid. Once approved, the registration protects that partner's involvement in the deal for the agreed period.

Can a registered deal carry product line items?

Yes. Each registered deal has a line-item section where products, quantities and values are recorded, so the deal value is built from the actual product mix rather than a single typed number.

Is there an audit trail for deal approvals?

Yes. Every registered deal keeps an approval history showing each approver, the decision taken and when, alongside the status changes on the record, so the full path from submission to approval or rejection is visible to both the vendor and the partner.

How long does the ZINFI Deal Registration tour take?

About 8 minutes at a normal pace — 23 guided steps through the Deal Registration module, part of the ZINFI Unified Partner Management (UPM) platform under the Sell pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Deal Registration tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.