oqitor
Become a partner

Register the deal. The date is on record.

Four guided steps put a dated opportunity under your agency in the portal. You raise quote requests from it, and the quotes and orders that follow stay linked to it.

Become a partnerRead the guide

600-01482 · Cedar Ridge Dental · Apr 9

Sample data

Where this sits on the deal

  1. LeadApr 7
  2. RegisteredApr 9
  3. QuotedApr 15
  4. ActiveJun 15
  5. PaidJul 16

How it works

  1. You

    Pick the account.

    Choose an existing account or add a new one.

  2. You

    Set the location.

    Pick the service address from the account’s saved locations, or add one.

  3. You

    Set up the deal.

    Deal type (new logo, cross-sell, upsell, renewal or win-back), solution, supplier and product line if you know them, estimated monthly and one-time value, term, expected close, and the next step with its due date. Attach files if you have them.

  4. The portal

    Review and register.

    The opportunity opens at the Qualify stage on your pipeline, ready for a quote request. The registration is timestamped under your agency.

  5. Oqitor operations

    If two partners register the same client, a person reviews both.

    Operations reviews the registration records under a policy you can read before you sign.

On the record

What the portal keeps on every registration.

Account
The client, from your CRM
Service location
One of the account’s saved locations
Deal type
New logo, cross-sell, upsell, renewal or win-back
Solution
The category you are selling
Supplier and product line
If you know them
Value and term
Estimated monthly and one-time value, and the term
Expected close
A date, kept current by you
Next step
With its due date
Registered by
The rep, the agency, the date and the time

What this does not do

  • It does not reserve an industry, a territory or unrelated deals.
  • There is no automatic first-to-register rule.
  • It does not run an automatic conflict or duplicate check. People review conflicts against the records.

Register your first deal with our operations team alongside you.

Become a partner