---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Deal Registration

# Deal Registration {#ariaid-title1}

Release version: Brazil  
Updated October 21, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of Deal Registration

The Deal Registration Management plugin (com.snc.dealregistrationmanagement) in ServiceNow enables channel partners to identify, register, and manage customer interest in products efficiently.
By installing this plugin, enterprises can streamline deal tracking, approval workflows, and collaboration with channel partners through an integrated CRM system.
Show full answer Show less  

## Key Features

* **Deal Registration Forms:** Support for multiple models, products, and partner programs allows partners to create and submit deal registrations flexibly.
* **Deal Lifecycle Tracking:** Manages deal stages from draft through approval and closure, providing visibility and control over deal progress.
* **User Roles:** Defined personas include Deal Agents, Enterprise Relationship Managers, Enterprise Contributors, Deal Registration Admins, and internal team members, each with tailored access and responsibilities.
* **Configurable Approval Workflows:** Utilizes the Advanced Approval Management framework to enable multi-step, condition-based approvals ensuring proper deal review and authorization.
* **Deal Registration Tasks:** Centralized task management assigns and tracks deal-related work items, improving coordination across internal users.
* **Data Model:** Structured tables and relationships maintain deal and line item data to support consistent deal management.

## Key Outcomes

* **Enhanced Partner Collaboration:** Provides channel partners exclusive rights to deals and promotes trust and transparency between enterprises and partners.
* **Improved Deal Visibility:** Lifecycle and task tracking enable all stakeholders to monitor and manage deal progress effectively.
* **Streamlined Approvals:** Configurable, multi-step approval processes ensure that deals are validated by appropriate personnel before progressing.
* **Reduced Manual Effort:** Automation of workflows and centralized data reduces manual follow-up and errors in deal management.

## Implementation Guidance

* **Installation:** Install the Deal Registration Management plugin from the ServiceNow Store.
* **Setup:** Configure approval chains, define roles, and populate deal registration data tables to align with your business processes.
* **Role Assignment:** Assign appropriate roles to internal and external users to control access and responsibilities within deal management.
* **Use Cases:** Enable channel partners to submit deals for approval, track deal status, manage related tasks, and convert approved deals into CRM opportunities.  
Install the Deal Registration Management plugin (com.snc.deal_registration_management) to enable channel partners to identify and manage customer interest in products.

## Key benefits of Deal Registration {#deal-registration-management__section_gjc_cwt_ghc}

The Deal Registration Management application (com.snc.deal_registration_management) offers the following benefits to channel partners:

* Deal registration forms that support multiple models, products, or partner programs.
* Reduced manual follow-up for tracking deal registrations and related information.
* Flexibility for channel partners to create deal registrations.
* Deal lifecycle tracking through the enterprise CRM system to convert registrations to opportunities.
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## Deal lifecycle {#deal-registration-management__deal_lifecycle}

A typical deal registration follows this lifecycle:

1. Draft: Deal is created but not yet submitted.
2. Submitted: Deal is submitted for initial review.
3. Under Review: Deal is being evaluated by internal team.
4. Pending Approval: Deal is routed through approval workflow.
5. Approved: Deal receives all required approvals.
6. Closed: Deal work is completed and opportunity is created.
7. Canceled: Deal is canceled and no longer active.
{#deal-registration-management__ol_yyn_55t_zjc}

## User personas in Deal Registration {#deal-registration-management__personas}

Deal registration involves several key personas:

* Deal agents (Enterprise B2B and B2C): Create deals, Preview and submit for approval, and manage tasks.
* Enterprise Relationship Managers: Oversee deals under their hierarchy.
* Enterprise Contributors: Manage deals for their channel partners.
* Deal registration admin: Configure approval rules, manage all deal records and tasks.
* Internal team members: Work on deal-related tasks such as account creation and conformance review.
{#deal-registration-management__ul_hml_bvt_zjc}

## Set up Deal Registration {#deal-registration-management__section_g1h_vwt_ghc}

Deal registration provides channel partners exclusive rights to work on a particular deal or customer for a period of time.

Install the Deal Registration Management plugin (com.snc.deal_registration_management). See [Install Deal Registration](https://www.servicenow.com/docs/E4dlbK18~0xAmN7DH2jenw "Install the plugin (com.snc.deal_registration_management), along with the demo data and installations that are related to ServiceNow Store applications and plugins.").

Deal registrations and deal registration line items help to manage and track the products that are associated with submitted deal registrations. The Deal Registration Management plugin can promote trust and transparency
between enterprises and their partners.
{#deal-registration-management__table_qlf_qrs_ghc__entry__3}

| Task | Description | Role |
|-|-|-|
| [Install Deal Registration](https://www.servicenow.com/docs/E4dlbK18~0xAmN7DH2jenw "Install the plugin (com.snc.deal_registration_management), along with the demo data and installations that are related to ServiceNow Store applications and plugins.") | Install the Deal Registration Management application from ServiceNow® Store. | admin |
| [Data model for Deal Registration Management](https://www.servicenow.com/docs/XpxDfWiUVwfw5YuitrC6ow "The deal registration management data model provides a framework for channel partners to establish a consistent and organized engagement model with channel partners.") | Add data in the deal registration tables to maintain and track deals and the line items linked to a deal registration.. | Experience (sn_prm_dr.deal_reg_ui) |
| [Roles and components of Deal Registration Management](https://www.servicenow.com/docs/2pWgieopoxnKNVZTC6KZOg "The Deal Registration Management application (com.snc.deal_registration_management) uses roles to provide access to information, identify internal and external users, and maintain data security.") | The Deal Registration Management (com.snc.deal_registration_management) application uses roles to provide access to information and identify internal and external users. Roles also maintain data security and establish different types of relationships between segments and partners. | admin |
[Table 1. Set up Deal Registration ManagementPerform the following configuration tasks to set up and use deal registration management.]

{#deal-registration-management__table_qlf_qrs_ghc}

## Deal Registration approvals {#deal-registration-management__section_mhk_y5t_zjc}

Deal registration approvals provide a configurable workflow to verify that deals are reviewed and approved by the appropriate team members.

Deal registration approvals use the [Advanced Approval Management](https://www.servicenow.com/docs/69lo3eIylXiFSPVeJXbT2w "The Advanced Approval Management application enables you to define workflows for approving Sales Customer Relationship Management entities, such as customer quotes, in your sales organization.") framework to create multi-step, configurable approval chains. This framework lets you define when approvals are required and who must approve at each step.{#deal-registration-management__deal-registration-management-para-approvals-2}

The approval process has two layers: configuration and runtime. During configuration, an administrator sets up approval configurations, trigger conditions (when approvals
are needed), approval rules (who approves), and approval chains (the sequence of approvers). At runtime, users submit deals for approval, and the system routes approval requests to the appropriate approvers based on the
configuration.{#deal-registration-management__deal-registration-management-para-approvals-3}

When you submit a deal for approval, you see a preview showing which approvers receive the request and in what order. After approval by all required approvers, the deal
moves to the approved state.{#deal-registration-management__deal-registration-management-para-approvals-4}

Key approval concepts:

* Approvals are based on trigger conditions, for example, deal size is less than $1 million.
* Approval rules determine who receives approval requests based on deal characteristics.
* Deal agents can submit any deal for approval, not just deals they created.
* Approvers must be explicitly assigned an Approver role to access approval requests.
* Approvals can have multiple steps with sequential or parallel review.
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## Deal Registration tasks {#deal-registration-management__section_ohk_y5t_zjc}

Deal registration tasks provide a centralized way to organize and track all work items associated with a deal.

Key task concepts:

* Tasks can be created whenever a deal is in an active state, excluding Draft, Completed, or Canceled.
* Tasks can be assigned to any internal ServiceNow® user, beyond deal agents.
* Non-deal users automatically receive the Fulfiller role to work on assigned tasks.
* Each deal can have zero to many tasks based on work requirements.
* Tasks are visible in the Partner CRM Workspace but not on the Partner portal.
* When a deal is archived or deleted, all associated tasks are automatically archived or deleted.
{#deal-registration-management__ul_phk_y5t_zjc}
* **[Install Deal Registration](https://www.servicenow.com/docs/E4dlbK18~0xAmN7DH2jenw)**   
  Install the plugin (com.snc.deal_registration_management), along with the demo data and installations that are related to ServiceNow® Store applications and plugins.
* **[Data model for Deal Registration Management](https://www.servicenow.com/docs/XpxDfWiUVwfw5YuitrC6ow)**   
  The deal registration management data model provides a framework for channel partners to establish a consistent and organized engagement model with channel partners.
* **[Deal Registration approvals](https://www.servicenow.com/docs/3jitvwvl88CCDp6zjETx8A)**   
  Enable deal agents to submit deals for approval through a configurable approval workflow built on the Advanced Approval Management framework.
* **[Deal registration tasks](https://www.servicenow.com/docs/PUdUemosD1uKmOJceil48A)**   
  Create and manage tasks associated with a deal registration to organize work, track progress, and delegate deal-related activities.

**Related concepts**   

* [Partner Relationship Management](https://www.servicenow.com/docs/A1cBpmvIO5pgxMqhZDKMZA "Learn how the Partner Relationship Management application enables enterprises to hire and engage channel partners to sell their products and services to grow and improve their business.")
* [Using Partner Relationship Management](https://www.servicenow.com/docs/fLwYMrB~e2JyXaNnupXFvA "Install the Partner Relationship Management plugin (com.snc.partner_relationship_management) to enable admins and channel partners to use the self-service Partner portal.")