How deal registration works on Oqitor

A registration is an opportunity record in the Oqitor portal. It ties one client account and one opportunity to your agency and to the rep who owns it, with the date it came in. The portal names the opportunity for the account, your agency and that date.

You raise quote requests from that opportunity, and the quotes and orders that come out of it stay linked to it.

Register when the opportunity is real: a named client, a specific need and a next step you can put a date on.

A registration covers the specific account and opportunity you submit, at the time you submit it. It doesn’t reserve an industry, a territory or other deals at the same client.

The portal walks you through four steps.

1. AccountPick an existing account or add a new one.
2. LocationPick the service address from the account’s saved locations, or add one.
3. Deal setupDeal type (new logo, cross-sell, upsell, renewal or win-back), solution category, supplier and product line if you know them, estimated monthly and one-time value and the term, expected close date, the next step with a due date, and notes and files if you have them.
4. ReviewCheck the details and register.

A complete deal setup means fewer follow-up questions when you request a quote.

• The opportunity opens at Qualify. It goes onto your pipeline straight away.
• It moves through stages. From Qualify to Closed Won or Closed Lost. On Hold is there for deals that pause.
• You ask for a quote when you’re ready. Request it from the opportunity. Each request goes to the one supplier you pick, and Oqitor’s operations team works it with them. See Quoting.
• Next steps keep it moving. Overdue next steps are flagged, and queues show deals closing this month or past their close date.
• Lost deals close cleanly. Marking an opportunity Closed Lost closes its open quotes.

Any contractual protection, activity standard, duration or expiry has to be written into a signed agreement or written addendum.

Raise it with Oqitor operations and name the account and the opportunity. Operations reviews the registration dates, the account and opportunity details, the activity records and any written terms that apply, then tells you the outcome. The same applies if you think Oqitor itself has broken the policy.

Oqitor commits not to use non-public information from your registered opportunity to compete with you.

• Register when it’s real, not as a placeholder.
• Keep it current: contacts, locations, next steps and close dates.
• Raise conflicts early, with the account named.
• Keep the conversation on the record. Put notes and files on the opportunity, not in a side thread.