Register a deal on Partner portal

  • Release version: Australia
  • Updated June 16, 2026
  • 1 minute to read

    • Register a deal on the Partner portal to update its state and trigger the end-to-end life cycle of the deal.

    Before you begin

    Role required: sn_prm_dr.deal_reg_ui

    Procedure

    1. Navigate to the Partner portal.
    2. From the portal header, select Requests.
    3. From the drop-down, select Submit a request > Register a deal.Deal registration playbook on partner portal
    4. On the Create New Deal Registration screen, enter the required information on the Deal registration information form.
      To learn more about the fields on this form, see Deal registration table fields.
    5. On the Deal registration type screen, select the preferred deal registration type.
      The deal registration types are listed based on the channel partner and partner programs selected in the Partner Program deal type relationship (sn_prm_dr_pp_deal_type) table.
    6. On the Customer information screen, select an existing account or create an account or consumer.
      To create an account, select Can't find account details? and fill in the fields. To learn more about the fields, see Deal registration table fields.
    7. On the Product offerings screen, select the list of product offerings that the customer is interested in.
      This is an optional step and can be skipped.
    8. On the Additional information screen, provide a description of the deal registration.
      You can also add attachments to support additional information.
    9. Select Review to review all the details and select Submit.
      As an agent you can update the status of the field on the CSM/FSM Configurable Workspace. To learn more, see Update deal registration record.

    Result

    A deal registration is created with an associated account, a channel partner, and a partner program. The state of the deal registration is Submitted. Multiple deal lines with an associated product offering are also created. You can also view the list of all deal registrations, along with the deals in Draft and Approved states on the Partner portal home page.
    Note:
    Select Actions from the details page to edit or delete the deal registration. You can only delete deal registrations that are in the Draft state.