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.
The form gives users three options for saving the deal:
Users can save the deal and pay at a later date by clicking the “Save” button.
Users can save the deal and send an invoice to our sales team for the new deal by clicking the “Save and Send Invoice” button.
Users can save the deal and purchase licenses through Stripe by clicking the “Save and Purchase Licenses” button which will open the modal shown below. Clicking the Pay Now button on this form will direct users to a Stripe checkout form where users can purchase the licenses. We give the option again to send an invoice to ours sales team for the specified amount of licenses by clicking the Send Invoice button on this form.
How to Complete an Existing Deal
To pay for an existing deal, select the desired deal and click on the Complete deal icon. This will open up the same modal as seen in the section above for option 3 of creating and saving a deal.
