Register and Track a Deal

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Who is this article for?

This article will be useful to you if are a partner on PartnerStack looking to submit a Deal to one of your partnership programs.

Registering and managing deals in PartnerStack is easy, and allows you to be rewarded for the deals you close.

The option to register a deal will only be available if the company has enabled deal submissions. Deal stages and forms are specific for each company.

How to Register

To register a deal with a company, log into your Partner Dashboard, select the company you wish to register a deal with, then click on the Deals tab. Fill out all the fields with the appropriate information, being sure to populate all "required" fields, then click "Register a Deal".

You can also click "Register a Deal" directly on your program Summary page.

Once you have registered a deal, the companies sales team will be notified.  If someone from the company is already in the progress of working the same deal they will let you know and you will be ineligible from progressing it through your pipeline. Once your deal is approved, you can update the deal stages as you move the deal through your pipeline!

Updating a Deal

As you move the deal through your pipeline, you'll be able to update the stages so the company can track your progress. The stages that you can update between are set by the company and will thus vary from program to program.

When you win a deal, log in and update the status to closed-won. At this point, the company will be notified to approve the closed-won deal, and you'll be rewarded accordingly!

Marking a deal as closed-won means that they are now a customer of the company you partner with. Once a deal is moved to closed-won you will no longer be able to update it.

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