0
7.0.3
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.
Requires ServiceNow Zurich or a later family release.