Brazil, Australia Patch 3, Australia, Zurich
Standalone Application
Streamline your channel sales with a comprehensive deal registration solution. This app enables channel partners to register deals through structured workflows, receive real-time status updates, and prevent duplicate registrations.
PC suggestions:
Streamline channel sales with a comprehensive deal registration solution. This application enables channel partners to register deals through structured workflows, receive real-time status updates, and prevent duplicate registrations.
- Partner deal submission portal
- Configurable multi-stage approval workflows
- Real-time notifications and collaboration
- Automated opportunity conversion with customizable field mapping
- Role-based access controls for partners and internal teams
Fixed:
- Fixed the issue where PRM External Manager and other users could not see/add comments via the activity section in deal reg details page.
- Add business rule to validate exclusivity expiry date and prevent backdating.
- Fixed the issues with agents and relationship managers not being able to create entries in opportunity related party table.
New:
- Added helper function for deleting a deal registration line item by number helper functionality.
- Added account and consumer reference qualifiers by channel partner (filter based on service organization criteria applied on channel partner).
PC Suggestion:
Fixes
- Fixed an issue where PRM External Managers and other users could not view or add comments in the activity section on the deal registration details page.
- Added a business rule to validate the exclusivity expiry date and prevent users from selecting a past date.
- Fixed an issue where agents and relationship managers were unable to create entries in the Opportunity Related Party table.
New Features
- Added helper functionality to delete a deal registration line item by number.
- Added account and consumer reference qualifiers by channel partner, filtered based on service organization criteria applied to the channel partner.
Not applicable for this application version. For more information, please see
Application Runtime Policy
Requires ServiceNow Zurich or a later family release.