Deal Partners:

Most large deals happen with the involvement of partners during the deal life-cycle. These partners may be suppliers, VARs, SIs, etc. They may contribute to various sections of the deal at different times. 

Within DealWall you can provision various partners you normally work with. For more information on Partner Accounts click here.

When you add / edit a deal you can select and add one or multiple of these partner accounts to the Deal. You can also specify what portion of the deal these partners are responsible for. 

On the Executive Dashboard you can sort the deal pipeline by partners and see how the partner relationship is progressing. 

Listing Deal Partners:

To see a list of partners already participating in a deal 

• Open the Add Deal or Edit Deal form and click on Next to go to Products / Services / Partners tab.
• it will show the list of partners already included in the deal 
• 
• you can add new partners or edit the partner parameters or remove partners. 

Adding Deal Partners:

• • Open the Add Deal or Edit Deal form and click on Next to go to Products / Services / Partners tab.
  • 
  • click on 
  • The Add Partners form will appear 
  • 
  • Select the desired partner 
  • Enter the amount or units the partner will see. 
  •  Click on 
  • The selected partner will be listed in the deal form 
  • you can edit or delete the partner from this list. 
  • click on Next when you are done adding partners. 

Editing Deal Partners:

To edit a deal partner 

• Open the Add Deal or Edit Deal form and click on Next to go to Products / Services / Partners tab.
• it will show the list of partners already included in the deal 
• 
• you can change the portion of the deal amount this partner can see or the other parameters you are tracking for this deal partner inline. 
• Click on Next once you are done with the changes. 

Removing Deal Partners:

To remove a deal partner 

• Open the Add Deal or Edit Deal form and click on Next to go to Products / Services / Partners tab.
• it will show the list of partners already included in the deal 
• click on the  besides the Partner row you want to delete. . 
• click on Ok in the confirmation box. 
• Click on Next once you are done with the changes. 

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