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How to Register a Deal
Partners can register a deal prospect by visiting our Dashboard and clicking the Register Deal tab in the Partner Portal. Once on the Register Deal page, clicking the Automation button reveals icons that let users perform various tasks. The shopping cart icon is used to register a new deal prospect. Clicking this icon will open a modal that contains a form to fill out about the new deal. Note that the calendar icon to the right of the shopping cart icon can be used to schedule a product demonstration.
Users will need to wait for their newly registered deal to be approved by Cyber Crucible before taking any further action. The disable deal icon is still available to users while the deal is awaiting approval.
How to Know when a Deal is Approved
Users will know when a deal has been approved by Cyber Crucible when they see a green check mark in the Deal Flow column for the specific deal. When a deal is approved, users will be able to request and sign a quote for the deal.
Deals may also be rejected or awaiting renewal from Cyber Crucible.
How to Request a Quote for an Existing Deal
Users can click the quote icon in the Deal Flow column to request a quote for a deal. Clicking this icon will show options for requesting a quote. You can opt to send the quote only to your user email address or send the quote to all members of the specific deal’s group. You can also opt to show the internal pricing in the quote that will show the discount applied for the deal, or retail pricing that will not show the discount applied for the deal and will show full market price.
Please note that users can only request a quote for Cyber Crucible approved deals.
How to Pay for a Deal
To pay for a deal, users can click the dollar sign icon in the Deal Flow column which will then show the Sign & Finalize Quote option. Clicking this option will alert our sales team of the request, and a salesperson will be in contact for the next steps. Hovering over the calendar icon also shows the date the most recent request was made.
Signing the quote will complete the deal, and the licenses for the deal will be populated shortly after with a net 30 invoice for payment.
How to Download a Signed Quote
After signing a quote to complete the deal, users will be able to download the signed quote by clicking the quote icon in the Deal Flow column and clicking the Download Signed Quote option.
How to Disable a Deal
Users can disable a deal by clicking the minus sign icon in the Deal Flow column. Disabling a deal means that quotes for this deal cannot be sent, and users will not be able to use the Sign & Finalize Quote option for payment.
How to Enable a Deal
Users can enable a disabled deal by clicking the double check mark icon in the Deal Flow column.
