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EMEA Deal RegistrationPartner Training

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New Deal Registration program

DEAL PARTNER BENEFIT

From $ 10 000 Public Price

Net New Opportunity

Partner must provide

Significant Details

Renewal, NFR, Lab Units,

RFI

BOM

Registration through

Partner Portal

All Fortinet Partners A Minimum of +5% points

on top of recommended

DiscountRegistration Valid for 90 Days

Partner can extend twice

Monthly Update

For Duplicate DR, FTNT can

honor all, one, or none

DR Benefits can’t be cumulated

with other promo

Failing to provide monthly

update will deny the registration

code

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Deal Registration Section –Partner Portal (PP)

• To access the NEW Deal Reg, please click ‘View

Opportunities’, from section ‘Manage

Opportunities’

• To access the PREVIOUS Deal Reg, please click

‘Deal Registration’

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Deal Registration Dashboard - PPThis is the view of a Partner Lead Administrator, who can

see:

- DR opportunities he created

- DR opportunities assigned to him

- DR opportunities created by other members of his company

He can assign a DR to another member of his company

Opportunity Registrations Pending Approval

-List of DR submitted.

Approved Open Opportunity Registrations

-List of opportunities approved by FTNT Sales.

Closed Won Opportunity Registrations

-List of opportunities Closed Won.

Closed Lost Opportunity Registrations

-List of opportunities Closed Lost.

Denied Opportunity Registrations

-List of DR denied by FTNT Sales.

Please contact your Fortinet Representative if you want to be a

Lead Administrator

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Deal Registration Dashboard - PPThis is the view of a Partner NOT Lead Administrator,

who can see:

- DR opportunities he created

- DR opportunities assigned to him

Opportunity Registrations Pending Approval

-List of DR submitted.

Approved Open Opportunity Registrations

-List of opportunities approved by FTNT Sales.

Closed Won Opportunity Registrations

-List of opportunities Closed Won.

Closed Lost Opportunity Registrations

-List of opportunities Closed Lost.

Denied Opportunity Registrations

-List of DR denied by FTNT Sales.

Please contact your Fortinet Representative if you want to be a

Lead Administrator

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Submit a Deal Registration - PP

• Click ‘Register New Opportunity’

• Most fields are mandatory to fill out

• Fields include: end user and company name, address, phone number,

estimated close date, interested security solutions and estimated

amount

• Before submitting the form, you have to approve our Terms &

Conditions

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Submit a Deal Registration - PP• Deal Dashboard > The new opportunity is listed

under section ‘Opportunity Registrations Pending Approval’

• An email is sent to the partner, cc-ing Distributorconfirming receipt of the DR.

• You will receive a response from Fortinet within 5 business days.

• If no response, the request shouldbe considered as denied.

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Deal Registration Denial

• An email is sent to the Partner confirming the denial

• The Denied Opportunity will move from Pending Approval section to Denied section within the Opportunity Dashboard

• You can find the notes and reason for denial by

clicking on the opportunity

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Deal Registration Approval

• An email of the approval is sent to the Partner

• The email has a link to the Partner Portal

• When the opportunity is approved by Fortinet, the deal registration moves from Pending Approval section to Approved section within the Opportunity Dashboard

• The expiration date is automatically set at 90 business days to close

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• An email is sent to Partner once Fortinet Account Manager has created the BOM.

BOM

• Section Approved Open Opportunity

Registrations, you can click on the

opportunity and can see:

- SKU

- Description

- Quantity

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Closed Won / Closed Lost - PP

• Fortinet Account manager will update the stage of the opportunity to either Closed Won or Closed Lost. The opportunity will then be listed under the corresponding section on your Dashboard

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Other Functionalities

• Fortinet Account manager can update opportunities in their database

• Partner can update opportunities (notes function in DR dashboard)

• Partner can reassign opportunities to another team member (reassign function in DR dashboard)

• These 2 functionalities (update and reassignment) are available when the DR is pending Fortinet’s approval or after the DR has been approved by Fortinet

• Partner can export in Excel the data and search for specific deals

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• Partners can insert notes in their DR Dashboard.

• Writing notes is a functionality available to Partners only

(not Distributors)

• Notes can be submitted once DR is approved and also

when it’s pending Fortinet’s approval

• Once notes have been submitted, Fortinet Sales receive an

email informing of this update

• Distributors are not informed when notes are inserted, but they

can see all notes in their DR dashboard

• Fortinet Sales can also write notes. These notes will be visible

on your DR dashboard.

Update Opportunity - PP

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Reassign Opportunity - PP• If partner member is Lead Administrator, he can reassign the

opportunity by:

- Clicking on the DR opportunity listed in his dashboard

- Bottom of the page, click ‘Reassign’

- Select another Team Member

- Click ‘Reassign’

• Both Distributor and Lead Administrator Partner can see to which partner member the opportunity has been assigned on their DR dashboard

• Reassignment can be made when the DR is pending Fortinet’s approval or after the DR has been approved by Fortinet

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• Partner member now in charge of the DR is informed by email of this reassignment

Opportunity reassigned - Email

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Search and Excel - PP

• Search function

• Export function (Excel)

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Need Help?

• Access training material on Partner Portal Self Service

• Questions about the program can be sent to emea_partners@fortinet.com or to your Fortinet channel Account Manager

Fortinet