Skip to content
English
  • There are no suggestions because the search field is empty.

Recording Partner Sale Types and Identification

The step-by-step guide to updating your deal to record sale type and partner name

1. Navigate to your chosen deal

Screenshot 2026-01-26 124123

2. Select "Deal Data" tab at the top of your screen

Screenshot 2026-01-26 124156

3. Select "Sale/Partnership" and "Partner Name": Select Partnership and in Partner Name field select the correct partner name

Screenshot 2026-01-26 124156-2