About Deal Management Settings
The Deal Management Settings page is the central configuration hub for managing how deal registrations, deal amendments, deal extensions, email-based deal submissions, and referral tracking behave within your Magentrix partner portal.
From this page, administrators can control notification workflows, configure field mappings to your connected CRM, define partner visibility rules, and set up automated reminders — all organized across six dedicated tabs.
Requirements
To configure Deal Management Settings, users must be assigned the following permission:
- Administrator System Role
How to Access Deal Management Settings
To access the Deal Management Settings page:
- Navigate to Partner Management in the left sidebar.
- Click Deal Settings.
Overview of Tabs
The Deal Management Settings page is organized into six tabs:
| Tab | Purpose |
|---|
| Deal Registration | Configures internal and partner notifications when leads are submitted, approved, or rejected. Also manages lead ownership assignment and CRM lead tracking field mappings. |
| Deal Inbox | Configures the Deal Inbox feature, which allows vendors to push deals/leads to partners for acceptance or rejection. |
| Deal Amendment Form | Controls how partners can edit or amend opportunities (deals) after they have been converted from leads. |
| Deal Closing Extension | Manages the deal closing extension feature, allowing partners to request extensions on the Exclusivity Expiration Date of their opportunities. |
| Email Deal Registration | Configures AI-powered deal registration via forwarded emails, including field mapping between detected email fields and CRM lead fields. |
| Referral Settings | Configures referral tracking via the Magentrix PartnerTrack JS script. |
Each tab has its own Save and Cancel buttons at the bottom. Clicking Save saves the settings for all tabs at once, not just the active tab.
Page-Level Actions
| Action | Location | Description |
|---|
| Save | Bottom-right of each tab | Saves all changes made across all tabs. |
| Cancel | Bottom-right of each tab | Discards all unsaved changes. |
| Help on this page | Top-right corner | Opens contextual help documentation for the Deal Management Settings page. |
| View Deal Inbox | Top-right (Deal Inbox tab only) | Navigates to the Deal Inbox list view. This button is only visible when the Deal Inbox tab is active. |
Email Notification Summary
Deal Management Settings includes an extensive notification system across its tabs. The following table provides a complete reference of all notification triggers, recipients, and the tab where each notification is configured.
| Trigger | Who is Notified | Settings Tab |
|---|
| Partner submits a lead | Account owner and/or internal email list | Deal Registration |
| Lead is approved | Submitting partner | Deal Registration |
| Lead is rejected | Submitting partner | Deal Registration |
| Lead assigned to partner via Deal Inbox | Assigned partner | Deal Inbox |
| Partner accepts a lead from Deal Inbox | Lead owner and/or internal email list | Deal Inbox |
| Partner rejects a lead from Deal Inbox | Lead owner and/or internal email list | Deal Inbox |
| Partner edits an opportunity | Opportunity owner and/or internal email list | Deal Amendment Form |
| Partner requests an extension | Opportunity owner and/or internal email list | Deal Closing Extension |
| Extension request approved | Requesting partner | Deal Closing Extension |
| Extension request rejected | Requesting partner | Deal Closing Extension |
| Expiration date approaching (Reminders 1 & 2) | Partner (and optionally the opportunity owner) | Deal Closing Extension |
| Exclusivity Expiration Date reached | Partner and opportunity owner | Deal Closing Extension |
| Email deal registration successful | Submitting partner | Email Deal Registration |
| Email deal registration failed | Submitting partner | Email Deal Registration |
| Email deal registration missing information | Submitting partner | Email Deal Registration |
Deal Registration →