Purpose
This article goes over partner deal notifications, and how to configure them. Learn all of the different ways partners and admins can be notified on deals created and updated.
System Default Deal Notifications
System default deal notifications can be enabled or disabled in Allbound Settings > Revenue Settings > Deal Settings under Deal Notifications.
Deal Notifications: When these settings are enabled, Allbound will only send to the owner of the deal (sales rep), any user with a manager role at the deal owner's primary company, and the account owner assigned to the deal owner's primary company. When a deal is registered by a partner sales rep, the notification does not send to the action user upon deal submission. The deal owner will be notified of deal updates if the "A deal is updated" setting is enabled.
- If the deal owner's primary company does not have a manager assigned to their primary company, nor an account owner/channel account manager, then no email will be sent by these system notifications. These notifications do not send to vendor admins.
System Default Deal Update notifications will only be sent if the following updates are made on the deal by an end user in Allbound, or via the integration. If an end user makes a change to the deal in Allbound, it does not email the action user.
- The owner of the deal changes
- The deal status changes
- The deal amount changes
- The estimated close date changes
Partner Journey Automation Emails For Deals
There are many different variables you can set to trigger a PJA notification. This article does not cover all possibilities, as there are many different and unique use cases.
How to setup an Admin notification with PJA on deal registrations:
- Create a new PJA Workflow with the trigger: User Has Registered a deal
- Set the action to "Send Email".
- Set the recipients to an admin email alias for all vendor admins, or add individual admin email addresses to this notification depending on your variables, filters, unique use case(s).
Example:
Frequently Asked Questions
Q. If an Allbound partner user with a Sales role is deactivated in the portal, what happens to the opportunities that were assigned to that user?
A. The opportunities will stay assigned to the Allbound partner user with a Sales role even if they are inactive
If you still have questions, please reach out to your Customer Success Manager or Open a Support Ticket.
Also, please refer to these articles: