Version 9.0.1

Streamline deal registration approvals and task management with configurable rules, automated notifications, and centralized visibility.

What's new

Enable configurable deal approvals built on the Advanced Approval Management framework

Preview and submit deal registrations for approval, lock deal records while they are under review, track approval audit trails, and automatically notify approvers.

Configure approval rules based on deal attributes, such as deal value, partner type, region, product, or other registration criteria.

Deal registration approval workflows are built on the Advanced Approval Management framework, enabling teams to route approvals consistently based on configured conditions.

Add structured tasks for deal registration

Create and manage structured deal registration tasks. Use retention policies to control data growth and keep task records manageable over time.