Deal Entry Portal

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

Deal Stage

PSV Status

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

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Bill to Books

Bill to Platform

Bill to Hardware

Bill to Assessment

Bill to Cross Sales

Bill to Experience Hub

Ship to Books

Ship to Hardware

Ship to Platform

Ship to Assessment

Ship to Cross Sales

Ship to Experience Hub

4. Legal Entity & Quote Information

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Legal Entity

School Address (Imp) (Do not add Pincode)

Contact person (Key Dealing Manager)

School Owner Contact Number (10 Digits)

School Owner Email ID

Email ID of Legal Entity

GST No.

PAN card of the legal entity

TAN No.

Bank account Number of Legal Entity

IFSC code

Product Configuration

5. School Level Information

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School Address (Imp) (Do not add Pincode)

Postal code

State / Region

District

School Owner Name

School Owner Email ID

School Owner Contact Number (10 Digits)

Is the deal part of Triparty Process?

Channel Partner Type (View Only)

Distributor Involved?

6. ON BOARDING CHARGES AND EXPERIENCE HUB

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Onboarding Charges

LEAD Foundation Onboarding Charges

Robotics Onboarding Charges

Experience Hub Required?

Lead Foundation Experience Hub Required?

Robotics Experience Hub Required?

Finance Approval for dispatch of EH?

7. CHANNEL PARTNER INFORMATION

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Channel Partner Name

Channel Partner-Legal Entity

Channel Partner Address

Channel Partner- State

Channel Partner-Postal Code

Channel Partner- Phone Number

Channel Partner Email Address

Channel Partner- City

8. DISTRIBUTOR AND VENDOR DETAILS (QUOTE INFORMATION)

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Distributor Contact Person

Distributor Email ID

Distributor GST NO.

Distributor PAN No.

Distributor TAN No.

Distributor Bank Account Number

Distributor IFSC Code

Name of the Vendor

Vendor Address

Vendor PAN Number

Vendor GSTIN Number

User

Deal Editor

1. Deal Information

2. Deal Users & Owner Info

3. Bill to / Ship to Information

4. Legal Entity & Quote Information

5. School Level Information

6. ON BOARDING CHARGES AND EXPERIENCE HUB

7. CHANNEL PARTNER INFORMATION

8. DISTRIBUTOR AND VENDOR DETAILS (QUOTE INFORMATION)

Manage Associations

1. Companies

2. Contacts

3. Channel Partners

Portal Login

User

1. Deal Information

2. Deal Users & Owner Info

3. Bill to / Ship to Information

4. Legal Entity & Quote Information

5. School Level Information

6. ON BOARDING CHARGES AND EXPERIENCE HUB

7. CHANNEL PARTNER INFORMATION

8. DISTRIBUTOR AND VENDOR DETAILS (QUOTE INFORMATION)

1. Companies

2. Contacts

3. Channel Partners