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Managing Deal Registrations

To manage deal registrations, perform the following tasks:

• Creating Deal Registrations
• Submitting Deal Registrations for Approval
• Approving Deal Registrations
• Returning Deal Registrations
• Rejecting Deal Registrations
• Resubmitting Deal Registrations
• Canceling Deal Registrations
• Ending the Period for Deal Registrations
• Updating Deal Registrations
• Linking Products to Deal Registrations
• Calculating the Deal Size
• Associating Deal Registrations with Opportunities
• Converting Deal Registrations to Accounts, Contacts, or Opportunities
• Access Profile and Role Settings for Converting Deal Registrations
• Deal Registration Fields