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Reviewing and approving deals

After you create a deal your customer will love, you will need to submit the deal for approval. After submitting the deal, approvers will be assigned and notified your deal is ready for review. ‍ In this article, we will cover how to:

  1. Review a deal
  2. Collaborate on a deal
  3. Adjust a deal's status
  4. Approve a deal ‍

Review a Deal​

‍ When a deal is submitted to Deal Desk, it will transition to attention status and email notifications will be sent to the approvers of the deal. These approvers can then review the deal and choose to approve it or discuss the deal with other Users in the organization. ‍ After the stakeholders have signed off on the deal, one of these approvers can approve the deal, making it available to be signed. ‍

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Collaborate on a deal​

‍ Discussions on the deal are especially useful to notify the Deal Owner when changes must be made, escalate sections of the deal to other Users for review, and keep track of the historical decisions made. ‍ You can start commenting on a deal 2 different ways:

  1. Using Deal Editor
  2. Using the Deal Progress section

Using Deal Editor​

  1. Go the deal's Deal Overview page, like the one above
  2. Click on the "Edit Deal" button near the top middle of the screen
  3. Finally, click on the "Discuss" tab in the upper left corner

Using the Deal Progress section​

  1. Expand the "Deal Progress" section
  2. Select a topic or click "View Topics"

Each comment you post may be linked to a section of the deal and assigned another User to review and approve. ‍

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Adjust a deal's status​

‍ Deals can then be moved back to draft, if changes must be made by the Rep, or rejected. Rejected deals are not able to be approved or downloaded. However, these deals may be edited and brought back to use. ‍

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Approve a deal​

‍ After the review process has completed, anyone assigned as an approver may approve their relevant topic. The deal will transition to the Approved status once all topics are approved and the deal will be available for your customer to sign. ‍ Admins and deal desk managers can always override all open topics and push a deal into approved. ‍