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Managing your Deals

Now you're building pipeline with your partners. How to stay up to date.

Updated over 3 months ago

Each deal that you accept from your partners will result in a corresponding deal on your Deals page.

There are 4 tabs on the Deals page, this guide covers Converted Deals.

For each deal that you've accepted you can manage the details shared on your own Deals page and the details your partners see. These details are Deal Name, Deal Currency, Deal Amount, and Deal Stage. All of these are optional to edit in order to save. We provide Amount in case you would like to provide visibility to final billings for referral payout motions (something we'll fully support in the coming months).

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