Deal Registration: How It Works and Why It Matters - Forecastable

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1. Deal registration runs as a short, repeatable workflow. The components below are the parts that have to function for the process to be trustworthy, and the failure of any one of them is what partners actually complain about. “The partner enters the prospect, the opportunity details, and the work done so far.” Review and deduplication: The vendor checks the submission against existing pipeline and other registrations. This is the moment that decides fairness. The reviewer confirms the account is not already claimed and that the partner genuinely has standing in it, then makes a fast yes or no call.

   In Partner lead intake

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