/ 01Register and protect opportunities
Approved registrations protect the same customer and opportunity during a tier-dependent window. Duplicate and lock checks flag conflicts before submission and provide a reference without revealing the other partner. A status banner shows the review clock and protection countdown, with advance lapse notifications so you can renew or close.
/ 02Turn shared leads into pipeline
Receive SOAISEC leads in the portal, accept them and convert them into registered deals. Lead sharing and registration keep the next action in one place.
/ 03Quote, request and resolve
Browse the price book and build quotes on a deal. Submit justified out-of-band discount requests, open and track pre-sales support cases to resolution, and raise and track market development fund (MDF) requests for joint marketing.
/ 04Equip the team
Find the sales playbook, competitive battle cards, decks, demos, case studies and compliance documents in the content library. Track your team's training and certification progress.
/ 05See and manage the pipeline
Choose Standard or Dense CRM boards; Dense brings every stage onto one screen. Stage-based win probabilities support weighted forecasts, with funnel analytics, loss reasons and rep leaderboards. Edit deals at any stage while retaining approval and history. Distributors can reassign deals across partners and reps; partners can have a named manager.
/ 06Stay oriented, with controlled access
Mobile-friendly navigation and collapsible filters support work on the move. Search across deals, partners and the library; use notifications, bookmarks and breadcrumbs to find your place. Admin, manager and rep roles control access, with an audit trail of changes.