As a channel manager, review submitted deal registrations from Leads, check duplicates, and approve or reject each deal with Orchestration Work Guide.
Required Editions
| Available in: Lightning Experience |
| Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go. |
| User Permissions Needed | |
|---|---|
| View and edit deal registration leads | Edit on Leads |
Complete Set Up Partner Deal Registration.
- From the Leads tab, filter records by your Deal Registration lead record type.
- Open a submitted deal registration lead.
- Review deal details and inspect Potential Duplicates for matching records.
- Use Orchestration Work Guide to approve or reject the deal.
- Confirm lead status and partner notification outcome.
Approved deals are eligible for conversion to opportunities. Rejected deals remain in Salesforce for audit history.