deal registration bp user guide western europe 20 th sep 2011

Deal Registration

BP User Guide

Western Europe

20th Sep 2011

2© 2011 Lenovo Confidential. All rights reserved.��

Deal Reg – a Partner view

1) Signing in via Lenovo Partner Portal

2) Completing the Deal Registration form

3) Notification emails

4) Viewing All Leads’ Status

5) Support


1) Signing in and accessing the Deal Registration form


1.0) Using your LPN ID and Password, log into the Lenovo Partner Portal (LPP) http://partners.lenovo.com

You can access the LPP directly using the URL above, or link to the Deal Reg page from the LPN Portal page….www.lenovo.com/partner/de/deal reg

Get charis to create deal reg page on partner portal – then get URL and screenshot


1.0) Using your LPN ID and Password, log into the Lenovo Partner Portal (LPP) http://partners.lenovo.com


1.1) Once logged in to LPP, select “DEAL REGISTRATION” from the navigation bar….


1.2) select “Registrierung eines Deals” – this will pass you to the Deal Registration form (you can also access an Instruction document)

Update with screenshot when angie has added deal reg marketing text


1.3) Select the “Customer Relationship Management” option


2) The Deal Registration form – Completing and Submitting


2.0) Once in the “Customer Relationship Management” page – you will see your Partner view of the Lenovo CRM system.

To open the Deal Registration form - in the “Create” section of the left-hand navigation bar, select “Lead”….


2.1) Select relevant end customer in Deal Registration form

If there are multiple End Customers assigned to your Partner profile in Lenovo’s CRM system – i.e. you already have an established relationship with these End Customers in the Lenovo CRM system

A pop-up will appear asking you to select which Lenovo End Customer is the correct one.

You have 2 options:i) the End Customer for the deal you are logging is in the End Customer

listAction = select the correct End Customer checkbox (go to step 1.6)

ii) the End Customer for the deal you are logging is NOT in the End Customer listAction = click the “Abbrechen” button – you will be directed back to

the Lead Details form (go to next page for instructions on creating a New End Customer)


When the End Customer is NOT in the list of End Customers with which you have a current relationship in the Lenovo CRM system – you need to create it in the Lead form, select the “Create End Customer”

You will then be presented with a pop-up box in which you need to complete the relevant fields for the New End Customer and press “Create” – this will create a Prospect record in the Lenovo CRM system and enable you to submit a Deal for this End Customer.

Once this is done – you will be returned to the Deal form to fill out the remaining fields

Creating a New End Customer Profile

Needs updating when Create End Customer button is renamed


2.2) you will now be presented with the Deal Registration form itself….

The fields marked with an asterix must be completed

Needs updating when Create End Customer button is renamed


Mandatory Fields:

- Beschreibung – if you are tracking this lead in your own internal systems, you can log your internal reference here

- Endkunde – the name of the End Customer involved in the deal (see slides on pages 9 and 10 for detail)

- Channel Partner Ansprechpartner – this should be your name

- Partnernummer – the Distributor through which this deal will be fulfilled

- Entscheidungsdatum – the date when you expect the End Customer to make their buying decision

- Lead Wert – the approximate value of the deal that you are inputting

- Währung – the currency in which the deal will be based – this should be defaulted to the correct currency


Questionnaire Form

At the bottom of the Deal Registration form is the “Assessments” section – this contains a Questionnaire which must be completed in order to submit the Deal to Lenovo…

Click the text “QUESTIONNAIRE-WE(Muss)” – this will open a questionnaire form.

Complete the form and click “Save” at the bottom left, and then navigate back to the Deal Registration form via the “Zuruck” button at the top left of the screen


2.3) Once back in the Deal Registration form – having completed all of the mandatory fields and the Questionnaire, simply save the record to submit the form to Lenovo….


3) Notification emails


3.0) Notification emails

At various stages of a submitted Lead’s processing, you will receive notification emails….

- acknowledgement email- notification of approval/rejection email

Example acknowledgement email……

Needs updating when email translation works


4) Viewing All Leads’ Status


4.0) When logged in to the Lenovo CRM system, you are able to view the latest status of all Deals that you have brought to Lenovo

4.1.1) upon first entering the Lenovo CRM system, you can view all leads by clickingon the link for “My Current Leads”….

Needs updating based on confirmation of fix on Leads Reports


How to change status when deal is won- when logged in to the CRM system, access the “My Current Leads” report in the top right corner….

- click on the “Status” column and “Sort by Ascending” – this will put all records with “Approved by Sales Manager” status to the top of the list

- you can then enter each record, press the “Edit” button, change the Status to “Won” status and “Save”


5) Support

In the event that you need Support – you should in the first instance contact the Lenovo Partner Network Support Team

[email protected]

+39 (023) 017 3119

mailto:[email protected]

deal registration bp user guide western europe 20 th sep 2011

Documents

lenovo end customer

lenovo confidential

deal form

deal registration form

new end customer slide

relevant end customer

lenovo crm system

end customer list action