Platform
Every deal in one pipeline
Registered opportunities sit in a stage-based pipeline that authorized users can review and update as work advances.
Module role
What this controls
Pipeline in a personal CRM drifts from quoting and commissions. The deal you closed and the commission you get stop matching.
Stage-based tracking
Capability
Opportunities move through defined stages, registration to closed-won, visible across your team.
One record, whole lifecycle
Capability
The opportunity provides shared context for quote requests and orders, with commission access handled separately by role.
KPIs on the dashboard
Capability
Available overview and reporting views summarize the records your role is permitted to see.
How it works
The workflow
- 01
Registered deals enter the pipeline at their current stage.
- 02
Update stages as deals move. Quotes and orders attach along the way.
- 03
Activated orders enter Oqitor's commission-administration workflow when the required commercial configuration is in place.
Related
Works together with
Deal registration
Connected module
Register once and keep the partner, account, and opportunity context connected through quote requests, ordering, and commission administration..
Partner dashboard
Connected module
The portal overview brings the records and status indicators available to your role into one starting point..
Partner CRM
Connected module
Accounts, contacts, and locations live next to your deals.
Start with one registered deal.
Apply, create your partner account, and run the first registered opportunity through one operating system.