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User
Deal ID
Fetch Deal Details
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Deal Editor
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1. Deal Information
Deal ID (hs_object_id)
Deal Name
Academic Year Signed For
Agreement Type
Company name
Company ID
SAP Customer Number
Channel Partner SAP Customer Number
Deal Pipeline
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Deal Stage
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2. Deal Users & Owner Info
▲
Deal Owner
Owner Email
Circle Head
Circle Head Email
Regional Head
Regional Head Email Address
Zonal Head
Zonal Head Email Address
Assigned CSM
CSM Email
RD (Regional KAM)
RD Email Address
ZD (Zonal KAM)
ZD Email Address
Excellence AED
Excellence AED Email Address
Excellence AAED 1
Excellence AAED 2
ZED
Excellence ZED Email Address
VRM
VRM Email Address
Finance Manager
Additional Finance Manager - 1
Addl. Manager 1 Email Address
3. Bill to / Ship to Information
▼
Bill to Books
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Channel Partner
School
Bill to Platform
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Channel Partner
School
Bill to Hardware
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Channel Partner
School
Bill to Assessment
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Channel Partner
School
Bill to Cross Sales
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Channel Partner
School
Bill to Experience Hub
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Channel Partner
School
Ship to Books
Select Option...
Channel Partner
School
Ship to Hardware
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Channel Partner
School
Ship to Platform
Select Option...
Channel Partner
School
Ship to Assessment
Select Option...
Channel Partner
School
Ship to Cross Sales
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Channel Partner
School
Ship to Experience Hub
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Channel Partner
School
4. Legal Entity & Quote Information
▼
Legal Entity
School Address (Imp) (Do not add Pincode)
Contact person (Key Dealing Manager)
School Owner Contact Number (10 Digits)
School Owner Email ID
GST No.
PAN card of the legal entity
TAN No.
Bank account Number of Legal Entity
IFSC code
Product Configuration
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5. School Level Information
▼
School Address (Imp) (Do not add Pincode)
Postal code
State / Region
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District
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School Owner Name
School Owner Email ID
School Owner Contact Number (10 Digits)
Is the deal part of Triparty Process?
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Yes
No
Channel Partner Type
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Distributor
Vendor
Parent Group School
Distributor Involved?
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Yes
No
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