Deal Registration
In this article
What is deal registration?
The deal registration system allows you to register companies that you are directly pitching or tendering with. By registering your deal if Captini accepts the deal Captini will only offer vendor support to you. We commonly find different partners pitching for the same business. The deal registration process offers a level playing field to all partners to get access sales support from Captini.
Accessing the deal registration service
Click on the My Account menu in the main navigation and then select Deal Registration from the dropdown menu.
You will then be presented with the main Deal Registration screen. If you have already added a deal it will be shown the My Deals table.
You can update the status of a deal at anytime by clicking the Update button and the following popup window will appear:
Just complete the form with your deal update and click save update.
Register a deal
Clicking on the Register Deal tab on the main Deal Registration screen will reveal the deal registration form as shown below:
Once you have completed the deal form just click the Register this Deal button to add the deal.
Common questions
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How many deals can I register?
There is no limit to the number of deals you can register, however your registrations must comply with the deal policy and monthly updates must be submitted to retain the deal status.