> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Registration: Forms, Approval, and Deal Settings

> Customize the deal registration form, configure approval workflows, enable line items, and control partner registration permissions per program.

Deal registration is the process by which a partner formally claims a sales opportunity in Kiflo. A well-configured registration form collects exactly the information you need to make an approval decision, while a clear approval workflow ensures deals are reviewed promptly. This page walks you through every aspect of setting up and managing deal registration.

## The three parts of a deal registration

A deal registration in Kiflo is made up of three distinct forms, each of which you can customize independently:

1. **New Deal** — Core deal information: deal name, expected close date, amount, and any custom properties you define.
2. **Line Items** — The products the partner intends to resell, with quantities and prices. This step is optional and must be explicitly enabled per program.
3. **Client Information** — Details about the end customer (contact name, email, company, etc.).

<Note>
  Line items are a **Scale plan** feature. If you are on a lower plan, the Line
  Items step will not appear during deal registration.
</Note>

## Customize the deal registration form

Add, remove, reorder, and configure properties for all three parts of the form from **Account Settings → Properties → Deals**.

<Steps>
  <Step title="Open Account Settings">
    Click your name in the top-right corner and select **Account Settings**.
  </Step>

  <Step title="Go to Properties → Deals">
    Click **Properties** in the left menu, then select the **Deals** tab.
  </Step>

  <Step title="Add or remove properties">
    Click **Add property** to create a new field. Set the **Type** (text, number, date, dropdown, etc.), enter a **Name**, and add an optional **Placeholder** to guide partners. Delete unwanted properties using the remove action on each row.

    Properties listed under **Contacts** correspond to the **Client Information** step of the deal registration.
  </Step>

  <Step title="Mark fields as required">
    Enable the **Required** toggle on any property partners must complete before submitting.
  </Step>

  <Step title="Order the fields">
    Drag properties into the order you want. Put required fields at the top so partners encounter them first.
  </Step>
</Steps>

### Best practices

* **Lead with required fields.** Partners read forms top to bottom. Required fields at the top reduce incomplete submissions.
* **Limit the number of fields.** Ask only for what you genuinely need to make an approval decision. Every extra field increases friction.
* **Use the right property type.** A dropdown for "Deal type" or a date picker for "Expected close date" produces consistent, filterable data.
* **Add placeholders.** A hint like *e.g. 50,000* inside an amount field tells partners exactly what format you expect.

## How partners register deals

Partners register deals from the **Deals** section of their partner portal. They click **Register a deal**, complete the three-form flow (New Deal → Line Items if enabled → Client Information), and submit. The deal immediately appears in your admin **Deals** view with a **Pending** status.

<Note>
  You can prevent partners in a specific program from registering deals at all.
  Go to **Programs → \[Program] → Settings** and disable the deal registration
  option. Partners in that program will no longer see the Register a Deal option
  in their portal.
</Note>

## Approve or decline an incoming deal

<Steps>
  <Step title="Open the deal">
    Go to **Deals** in the admin navigation and click on the pending deal.
  </Step>

  <Step title="Review the details">
    Check the deal information, client details, and any attached line items.
  </Step>

  <Step title="Approve or decline">
    Click **Approve** to accept the deal registration, or **Decline** to reject it. The partner receives an email notification either way.
  </Step>

  <Step title="Set expiration dates (on approval)">
    When approving, you can set a **Deal expiration date** and an **Expiration reminder date**. The defaults from your Account Settings are pre-filled; override them here if needed.
  </Step>
</Steps>

## Configure the validation strategy

By default, anyone on your team can approve or decline a deal. You can tighten this to the deal's assigned owner, or open it up to automatic approval.

<Steps>
  <Step title="Open Account Settings">
    Click your name in the top-right corner and select **Account Settings**.
  </Step>

  <Step title="Go to Deals settings">
    Click **Deals** in the settings menu.
  </Step>

  <Step title="Select a validation strategy">
    In the **Validation strategy** section, choose one of the three options:

    | Strategy          | Behavior                                              |
    | ----------------- | ----------------------------------------------------- |
    | **Anyone**        | Any member of your team can approve or decline        |
    | **Owner only**    | Only the deal's assigned owner can approve or decline |
    | **No validation** | All deals are auto-approved on submission             |
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

<Tip>
  Use **Owner only** validation when deals are assigned to dedicated channel
  managers. It gives each manager accountability over their own pipeline and
  prevents accidental approvals by other team members.
</Tip>

## Allow resellers to select products (line items)

If you work with resellers who need to specify which products they intend to sell, you can enable line items on a per-program basis.

### Set up your product catalog

Before partners can select products, define your products and prices in Kiflo's product catalog. Go to **Account Settings → Products** and add each product with its default unit price.

### Enable line items for a program

<Steps>
  <Step title="Open the program">
    Go to **Programs** and select the program where you want to enable line items.
  </Step>

  <Step title="Go to Settings">
    Click the **Settings** tab.
  </Step>

  <Step title="Configure line item permissions">
    Scroll to the **Line items** section and configure the options:

    * **Allow partners to view line items** — Partners can see the Line Items tab on their deals.
    * **Allow partners to update line items** — Partners can select products and quantities during deal registration and edit line items on existing deals. If disabled, the Line Items step is hidden during registration.
    * **Allow partners to view total deal amounts & line item prices** — Partners see unit prices and deal totals. Uncheck this if you want partners to select products without seeing prices (useful when you have both resellers and distributors with different pricing).
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>
</Steps>

### What are line items?

A line item ties one product to a deal with a quantity, unit price, and total. Line items are visible on the **Line items** tab of each deal. Channel managers can always add, edit, or delete line items — including overriding the default unit price — regardless of what partners are permitted to do.

<Note>
  Line items are available on the **Scale plan** only.
</Note>

## Prevent partners from registering deals

To stop partners in a specific program from submitting new deal registrations:

1. Go to **Programs** and open the relevant program.
2. Click the **Settings** tab.
3. Find the deal registration toggle and disable it.
4. Click **Save**.

Partners in that program will no longer see the deal registration option in the portal. Existing deals are not affected.