---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Update deal registration record

# Update deal registration record {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 30. Juni 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Create a deal registration record or perform actions on an existing record on the CSM Configurable Workspace.

## Vorbereitungen

Role required: sn_prm_dr.deal_reg_ui

## Warum und wann dieser Vorgang ausgeführt wird

After a deal is created on the Partner portal and is in the Submitted state, an agent on the CSM/FSM Configurable Workspace can see the same deal. The information in the fields is
automatically populated from the Partner portal.

## Prozedur

1. Navigate to the CSM/FSM Configurable Workspace and select the list ![list icon]() view.
2. Select Deal RegistrationSubmitted to see a list of submitted deals.  
   To learn how to create a deal and submit it, see [Register a deal on Partner portal](https://servicenow-prod.fluidtopics.net/~18pNk0Wsq~~~4CedLvMCA "Register a deal on the Partner portal to update its state and trigger the end-to-end life cycle of the deal."). The details in the deal registration form are auto-filled based on the selections made in the Partner portal by the B2B deal registration initiator (sn_prm_dr.partner _b2b_deal_reg_initiator), B2C deal registration initiator (sn_prm_dr.partner _b2c_deal_reg_initiator), deal registration initiator (sn_prm_dr-partner_deal_reg_initiator), and deal registration manager (sn_prm_dr.partner_deal_reg_manager).
3. Perform one of the following actions based to update the status of the deal.
   * Select Assign to me to assign the deal to yourself. This option is available only to agent personas.  
     This changes the state of the deal to Under Review. In this state, you can perform one of the following actions on the deal.
     * Reject the deal and fill in the Closure notes.
     * Mark as Duplicate and fill in the Closure notes.
     * Cancel Deal Registration to cancel the deal.
     {#update-deal-registration-record__ul_act_xt5_ghc}
   * Select Submit for approval to submit the deal.

     The deal registration is moved to the Approvals related list. The state of the deal registration changes to
     Pending Approval and an approval request is sent to the deal registration relationship contributor (dn_prm_dr.enterprise_deal_reg_rel_contributor) and the deal registration relationship
     manager (sn_prm_dr.enterprise_deal_reg_rel_manager) for the channel partner associated with the deal registration. After the deal registration is approved, the state changes to
     Approved.
4. After a deal is approved, you can perform one of the following actions on the approved deal.
   * Select Cancel Deal Registration

     Enter the closure notes on the deal registration. This changes the closure code to Rejected.
   * Select Close if there's inactivity.
   * Select Convert to Opportunity to associate the deal to an opportunity.

     The state of the deal changes to Closed and the closure code is updated to
     Converted.

   The deal registration is successfully converted to an opportunity.

   All line items from the deal registration form are transferred to opportunity line items with the help of Primitives. To learn more about
   Primitives, see [LeadtoCashCore - Scoped](https://www.servicenow.com/docs/access?context=LeadToCashCoreAPI&version=australia&pubname=australia-api-reference&ft:locale=en-US).
**Zugehörige Tasks**   

* [Register a deal on Partner portal](https://servicenow-prod.fluidtopics.net/~18pNk0Wsq~~~4CedLvMCA "Register a deal on the Partner portal to update its state and trigger the end-to-end life cycle of the deal.")