Update Deal Stage
The partner has the responsibility to update the deal stage information so that VNG Cloud can grasp the deal information in order to ensure the rights of the partner implementing the deal
Step 1: Select menu "Deal"
Step 2: Select the deal and click on the hyperlink at the deal title
Step 3: Update the deal stage
Partners can update deal information by performing options (1), (2), (3) on the above screen.
(1): Update deal stage, after clicking on ‘Update stage’, the sub-screen will appear as follows:
Partners can choose the new stage of the deal, in case the stage = won, lost. The deal will be automatically closed by the system
With stage = deal won, a discount according to the registered rule in the deal will be automatically generated for the partner and this discount level will be applied according to the contract the partner has signed with VNG Cloud according to the deal, at the same time, the customer that the partner has registered in the deal will become the customer of the partner
The discount after creation will appear in the ‘Discount’ menu
Partners are responsible for creating discounts for their customers so that customers can enjoy the discount level according to the partner’s commitment to customers
With stage = deal lost, the deal will be closed and the registered discount will not be executed.
Partners can also add file attachments such as BOM to this section to show the progress of the deal execution Or simply add a note in the ‘Note’ section to update the status of the progressing deal
Click ‘Update’ to update the information added to the deal.
(2): Add a comment, Partners can also update the situation of deal execution with customers using the ‘Add note’ function, the screen will be similar as follows:
Partner input a comment and click “Add comment”.
(3): Add attachments, partner can add BOM or list of items as working with the customer by using this feature to show the deal execution status.
Partner select the files which will be added and click "Attach files"