Configure Deal Registration table

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • Configure the deal registration (sn_prm_dr_deal_registration) table to track a deal registration's life cycle through states and workflow stages.

    Antes de Iniciar

    Role required: sn_prm_dr.deal_reg_ui

    Por Que e Quando Desempenhar Esta Tarefa

    The deal registration table stores the details of a deal submitted by a partner, including account details, deal size, and related opportunity.

    Procedimento

    1. Navigate to All > Deal Registration > All.
    2. Select New.
    3. On the form, fill in the fields.

      To learn more about the fields on the form, see Deal registration table fields.

    4. Select Submit.