Deal Registration
Deal registration lets Cloudax partners reserve a sales opportunity while they qualify and progress it. An active reservation protects both the company and contact from being claimed by another partner.
Partner administrators only
Reserve a deal
- Go to Resources → Partners → Deal registrations.
- Select Reserve a deal.
- Enter the company, country, contact name and contact email.
- Choose the expected Cloudax plan and billing interval. For an Enterprise opportunity, enter the estimated monthly value.
- Add any useful qualification or next-step notes.
- Select Reserve for 21 days.
Country selection includes the complete ISO country and territory list and defaults to the United Kingdom.
Reservation protection
A reservation lasts for 21 days. During that period, another partner cannot register the same company or contact email. Conflict messages do not disclose which partner owns an existing reservation.
Each reservation can be prolonged once for a further 21 days. Open its action menu and select Prolong by 21 days. Reservations that reach their expiry date are automatically marked as expired and no longer block another partner.
Track outcomes
Use the action menu on an active reservation to record its progress:
- Decision needed: the opportunity is still open but requires a decision or review.
- Mark as won: the customer has agreed to proceed.
- Mark as lost: the opportunity will not proceed.
Dashboard metrics
The summary cards show:
- Active, prolonged, won, lost and decision-needed deal counts.
- Pipeline (mo.): the monthly-normalised value of all open opportunities.
- Won (mo.): the monthly-normalised value of won opportunities.
Annual and two-year plan values are normalised to a monthly amount so the pipeline can be compared consistently. All values are shown in GBP.
Keep reservations current
For other partner tools, return to the Partner Programme overview.