--- 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 --- # Register a deal on Partner portal # Register a deal on Partner portal {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes 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 Create \> Create Deal Registration. 3. On the Create New Deal Registration screen, enter the required information on the Deal registration information form. {#register-a-deal-partner-portal__id_j1r_k1j_tkc__entry__3} | Field | Type | Description | |-|-|-| | Number | String | Number assigned to the deal registration | | Channel partner | Reference | Reference to the channel partner (sn_prm_channel_partner) table | | Submitted by | Reference | Reference to the user and the initiator of the channel partner | | Partner program | Reference | Reference to partner program (sn_prm_partner_program) table | | Deal registration type | Reference | Reference to deal registration type (sn_prm_dr_deal_registration_type) table | | Account | Reference | Reference to account (customer_account) | | Contact | Reference | Reference to contact (customer_contact) | | Short description | String | Summary of the details of the deal | | Description | String | Detailed information about the deal | | State | Choice | Current state of the deal registration * Draft * Pending approval * Approved * Submitted * Closed * Under-review * Canceled {#register-a-deal-partner-portal__ul_cgd_c2t_ghc} | | Sales cycle type | Reference | Choice of sales cycle type field in the Opportunity (sn_opty_mgmt_core_opportunity) table | | Estimated deal size | Currency | Estimated size of the deal | | Estimated close date | Date/Time | Estimated end date of the deal | | Assignment group | Reference | Reference to the user group | | Assigned to | Reference | Reference to the user (sys_user) that the deal is assigned to. If the deal registration is a B2B deal, only B2B agents are visible in this list. If the deal registration is a B2C deal, only B2C agents are visible in this list. | | Consumer | Reference | Reference to consumer (csm_consumer) | | Account name | String | Name of the account | | First name | String | First name of the contact or consumer | | Last name | String | Last name of the contact or consumer | | Email | String | Email of the contact or consumer | | Opportunity | Reference | Reference to the Opportunity (sn_oppty_mgmt_core_opportunity) | | Closure code | Choice | State of the closure code. * Rejected * Duplicate * Converted * Incomplete {#register-a-deal-partner-portal__ul_d3q_f2t_ghc} | | Active | Boolean | Determines whether the deal registration is active or not | | Comments | Journal input | Comments and important information related to the deal, visible to channel partner and enterprise personas | | Work notes | Journal input | Comments and important information related to the deal, only visible to enterprise personas | | Domain | Domain id | Domain to which the deal registration belongs | [ ] {#register-a-deal-partner-portal__id_j1r_k1j_tkc} 4. 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. 5. 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](https://www.servicenow.com/docs/SLlX~~jo~ysfVaBt95~1EA "Store the main details related to a deal submitted by a partner and track the life cycle of the deal through its stages on the deal registration (sn_prm_dr_deal_registration) table."). 6. 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. 7. On the Additional information screen, provide a description of the deal registration. You can also add attachments to support additional information. 8. Select Review to review all the details and select Submit. As an agent you can update the status of the field on the CRM Workspace. To learn more, see [Update deal registration record](https://www.servicenow.com/docs/zIUd9Fc2ZSVpevxNQlAQKQ "Create a deal registration record or perform actions on an existing record in the CRM Workspace, including submitting for approval and managing post-approval actions."). ## 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. **Related concepts** * [Configure Partner Relationship Management](https://www.servicenow.com/docs/VVF0QA~8TDstN~MOpd~CxQ "Install the PRM (com.snc.partner_relationship_management) application from ServiceNow Store to enable enterprises to hire partners and improve their sales cycles.") * [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.")