> ## Documentation Index
> Fetch the complete documentation index at: https://docs.altamiq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Registration

> Register, track, and manage co-selling and lead-sharing opportunities in AltamIQ, from first Lead through Closed Won or Closed Lost, including partner links, deal value, MDF, and SPIFF incentives.

Deal Registration is where you log and track the co-selling and lead-sharing opportunities you run with your partners. Each deal captures who the client is, which partner is involved, who owns it, how much it is worth, and where it stands in your sales funnel. As an opportunity progresses you move it through the stages, keep the value and dates current, and record any Marketing Development Funds or sales incentives tied to it. This page walks you through everything the Deal Registration screen can do.

<Frame caption="The Deal Registration pipeline with search, filters, and the deal list">
  <img src="https://mintcdn.com/altamiq/SPqIIaLSODmIXl2w/images/deals-1.png?fit=max&auto=format&n=SPqIIaLSODmIXl2w&q=85&s=712ba0b045ad4b0f638be5df62d99131" alt="Deals 1" width="1400" height="977" data-path="images/deals-1.png" />
</Frame>

## What you see on the page

When you open **Deal Registration** you get a list of every registered deal, newest first. Each row shows the essentials at a glance:

<CardGroup cols={2}>
  <Card title="Client & Deal Owner" icon="user">
    The client company for the opportunity, with the AltamIQ team member who owns the deal shown just beneath it.
  </Card>

  <Card title="Partner" icon="handshake">
    The partner associated with the deal, so you can see who you are co-selling with.
  </Card>

  <Card title="Value" icon="dollar-sign">
    The deal value, formatted with separators for easy reading.
  </Card>

  <Card title="Stage" icon="chart-line">
    A colored badge showing where the deal sits in the funnel, from Lead through Closed Won or Closed Lost.
  </Card>

  <Card title="Expected Close" icon="calendar">
    The date you expect the deal to close, or a dash if none is set.
  </Card>

  <Card title="Acknowledgement" icon="circle-check">
    Whether the partner has acknowledged the deal: Pending, Acknowledged, or Rejected.
  </Card>
</CardGroup>

## Deal stages

Every deal moves through a fixed set of stages that mirror your sales funnel. New deals start at **Lead** and progress toward one of the two closed outcomes.

| Stage | What it means |
| - | - |
| **Lead** | A brand new opportunity that has just been registered. This is the default starting point. |
| **Qualified** | The lead has been vetted and is worth pursuing. |
| **Proposal** | A proposal or quote has been put in front of the client. |
| **Negotiation** | You are working through terms, pricing, and details with the client. |
| **Closed Won** | The deal was won. An Actual Close Date field appears so you can record the date it closed. |
| **Closed Lost** | The deal did not go through. An Actual Close Date field also appears for this stage. |

<Note>
  The **Actual Close Date** field only shows up when a deal is set to Closed Won or Closed Lost. If you move a deal back out of a closed stage, that date is cleared so no stale value is kept.
</Note>

## Register a deal

Registering a deal opens the "Register New Deal" form, which is grouped into three sections: Deal Information, Timeline and Incentives, and Documentation. Fields marked with an asterisk are the ones you will want to fill in first.

<Steps>
  <Step title="Open the form">
    Click the **Register Deal** button in the top-right of the Deal Registration page. This opens the new deal form.
  </Step>

  <Step title="Enter the client and value">
    Type the **Client Name** (for example, Acme Corp) and the **Deal Value** (a number such as 50000). These are the core details of the opportunity.
  </Step>

  <Step title="Link the partner">
    Use the **Associated Partner** picker to search for and select the partner you are co-selling with. Start typing to filter the list of partners.
  </Step>

  <Step title="Set the deal owner">
    The **Deal Owner** defaults to you, since you are the one registering it. You can search the picker and pick a different team member if the deal belongs to someone else.
  </Step>

  <Step title="Choose the stage and acknowledgement">
    Pick the **Deal Stage** (new deals default to Lead) and set the **Partner Acknowledgement** to Pending, Acknowledged, or Rejected. Acknowledgement starts as Pending.
  </Step>

  <Step title="Set the timeline">
    Confirm the **Expected Close Date**. On a new deal this is prefilled to about 60 days out, and you can change it to any date. If you choose a closed stage, the **Actual Close Date** field appears as well.
  </Step>

  <Step title="Add incentives (optional)">
    Enter **MDF Funding** if Marketing Development Funds are committed to the deal, and a **SPIFF Amount** if there is a sales incentive for the owner or partner rep. Both are optional.
  </Step>

  <Step title="Attach documents and notes (optional)">
    Paste a **Documents URL** (such as a shared drive link) and add any **Deal Notes** with details, next steps, or context.
  </Step>

  <Step title="Save the deal">
    Click **Register Deal** to save. The new deal appears at the top of the list.
  </Step>
</Steps>

<Frame caption="The Register New Deal form with client, partner, owner, value, stage, and incentive fields">
  <img src="https://mintcdn.com/altamiq/SPqIIaLSODmIXl2w/images/deals-2.png?fit=max&auto=format&n=SPqIIaLSODmIXl2w&q=85&s=525b835da8c350ba8dbb9a4a8c05ed89" alt="Deals 2" width="1600" height="1116" data-path="images/deals-2.png" />
</Frame>

## Understanding the deal fields

<AccordionGroup>
  <Accordion title="Client Name and Deal Value">
    The client company the opportunity is for, and the monetary value of the deal. These are the two headline figures shown in the list.
  </Accordion>

  <Accordion title="Associated Partner and Deal Owner">
    The partner tied to the deal and the AltamIQ team member responsible for it. The partner picker and owner picker are both searchable, so you can type to narrow down long lists.
  </Accordion>

  <Accordion title="Deal Stage and Partner Acknowledgement">
    The stage tracks where the deal is in your funnel. Partner Acknowledgement records whether the partner has confirmed the deal: Pending while you wait, Acknowledged once they agree, or Rejected if they decline.
  </Accordion>

  <Accordion title="Expected Close Date and Actual Close Date">
    The Expected Close Date is your forecast for when the deal will close. The Actual Close Date only appears once a deal reaches Closed Won or Closed Lost, letting you record when it actually finished.
  </Accordion>

  <Accordion title="MDF Funding">
    Marketing Development Funds committed by the partner or your team for this deal. This is optional and used to track co-marketing investment behind the opportunity.
  </Accordion>

  <Accordion title="SPIFF Amount">
    A sales incentive amount for the deal owner or partner rep. Also optional, this is useful for tracking bonuses attached to closing the deal.
  </Accordion>

  <Accordion title="Documents URL and Deal Notes">
    A link to related documents (for example, a proposal or shared folder) and a free-text notes field for capturing details, next steps, or anything else worth remembering.
  </Accordion>
</AccordionGroup>

## Edit a deal and move it through stages

Keeping a deal current is how you track its progress. To update a deal, find it in the list, open the actions menu at the end of its row (the three-dot icon), and choose **Edit**. This reopens the deal in the same form, now titled "Edit Deal," with all of its values loaded in.

From there you can change any field. The most common edit is moving the deal to its next stage: open the **Deal Stage** dropdown and pick the new stage. When you move a deal to **Closed Won** or **Closed Lost**, the **Actual Close Date** field appears so you can log the closing date. When you are done, click **Update Deal** to save your changes.

<Tip>
  As a deal progresses, update the Partner Acknowledgement alongside the stage. Moving a deal to Acknowledged as soon as the partner confirms keeps everyone aligned on which opportunities are locked in.
</Tip>

## Find deals with search and filters

The filter bar at the top of the page helps you focus on the deals you care about. You can combine all three controls at once to narrow the list.

<CardGroup cols={3}>
  <Card title="Search" icon="magnifying-glass">
    Type into the search box to match by **client name** or **deal owner**. The list filters as you type.
  </Card>

  <Card title="Filter by partner" icon="handshake">
    Use the partner dropdown to show only deals tied to a specific partner, or leave it on **All Partners**.
  </Card>

  <Card title="Filter by stage" icon="filter">
    Use the stage dropdown to show only deals in a chosen stage: Qualified, Proposal, Negotiation, Closed Won, or Closed Lost. Leave it on **All Stages** to see everything.
  </Card>
</CardGroup>

## Who can do what

Access to Deal Registration depends on your role.

| Action | Admin | Manager | Viewer |
| - | :-: | :-: | :-: |
| View deals, search, and filter | ✓ | ✓ | ✓ |
| Register a new deal | ✓ | ✓ | — |
| Edit a deal and move stages | ✓ | ✓ | — |
| Delete a deal | ✓ | — | — |

<Note>
  Admins can do everything, including deleting deals. Managers can register and edit deals but cannot delete them. Viewers have read-only access: they can browse, search, and filter, but the Register Deal button and the edit and delete options will not appear for them.
</Note>


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