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Zurich
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- **[\[Placeholder link text to key install-quote-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=zurich&ft:locale=en-US)**
Install the Quote Management for Channel Partners \(com.snc.partner\_relationship\_management\_qm\) plugin to enable channel partners, B2B and B2C sales representatives, and managers to create, read, update, and track quotes associated with channel partners.
- **[\[Placeholder link text to key install-order-management-for-channel-partners\]](https://www.servicenow.com/docs/access?context=install-order-management-for-channel-partners&family=zurich&ft:locale=en-US)**
Install the Order Management for Channel Partners plugin \(com.snc.partner\_relationship\_management\_orm\) to facilitate the entire order life cycle, especially indirect sales and enable channel partners to track orders with channel partners.
- **[\[Placeholder link text to key configure-segment-management\]](https://www.servicenow.com/docs/access?context=configure-segment-management&family=zurich&ft:locale=en-US)**
Use the segment \[sn\_seg\_segment\] table to create records, track partner progress toward the next tier, and group partners effectively based on performance into multiple segments for tailored support, incentives, and visibility.
- **[\[Placeholder link text to key deal-registration-management\]](https://www.servicenow.com/docs/access?context=deal-registration-management&family=zurich&ft:locale=en-US)**
Provide channel partners with exclusive rights to work on a particular deal registration or customer for a period of time.
Use the configurable deal registration form to track deal registrations, information related to it, and successfully convert deal registrations to opportunities.
Use the deal registration playbook on the Partner portal to provide channel partners the flexibility to create new deal registrations and track their end to end life cycle.
- **[Data model for PRM](https://www.servicenow.com/docs/access?context=data-model-for-partner-relationship-management&family=zurich&ft:locale=en-US)**
Enable a user with the sn\_prm.enterprise\_partner\_admin role to map the fields on the channel partner record to their corresponding fields on the company record.
- **[Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US)**
Manage and view the partner details via the Partner workspace if you have the sn\_prm.enterprise\_partner\_admin role or the sn\_prm.enterprise\_partner\_rel\_manager role.
- **[Partner Workspace](https://www.servicenow.com/docs/access?context=partner-workspace&family=zurich&ft:locale=en-US)**
Enable a user with the sn\_prm.enterprise\_partner\_rel\_manager role to manage cases, orders, sold products, and install bases by using the **Partner Overview** tab in the CRM Workspace.
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Australia
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- **[Deal registration Advanced Approval Framework](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US)**
Submit deal registrations for approval, configure rules by deal attributes, and auto-approve low-risk deals. Lock records during review, recall and resubmit if needed, track audit trails, and automatically notify approvers.
- **[Deal registration task management](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US)**
Create and manage structured deal registration tasks, configure auto-creation rules via Flow Designer, centralize visibility in Channel Partner workspace. Notify assigned users via email, and control data growth with retention policies.
- **[Install Quote Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-quote-management-for-channel-partners&family=australia&ft:locale=en-US)**
Install the Quote Management for Channel Partners plugin \(com.snc.partner\_relationship\_management\_qm\) to enable channel partners to track quotes with channel partners.
- **[Quote creation via Self-Service for Channel Partners](https://www.servicenow.com/docs/access?context=self-service-quote&family=australia&ft:locale=en-US)**
Channel partners can create, manage, and track quotes end-to-end in the Partner portal using the new Quote Self-Service application \(`com.sn_quote_self_service`\). Built on the existing Quote Management application, the guided quote creation playbook delivers a self-service quoting experience without requiring access to internal workspaces.
- **[Install Opportunity Management for Channel Partners](https://www.servicenow.com/docs/access?context=install-opportunity-management-for-channel-partners&family=australia&ft:locale=en-US)**
Install the Opportunity Management for Channel Partners plugin \(com.snc.partner\_relationship\_management\_oppty\) to enable channel partners to track opportunities with channel partners.
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Brazil
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- **[Register a deal with AI](https://www.servicenow.com/docs/access?context=register-deal-using-agentic-ai&family=brazil&ft:locale=en-US)Deal Registration AI agent**
Accelerate deal registration with an AI agent that assists users with deal intake, validation, and record creation. This helps reduce manual effort by guiding users through the deal registration process and supporting more accurate deal submissions.
The agent captures deal details, validates records, summarizes information for review, and creates the deal. If validation fails or additional information is needed, the agent suggests corrective actions.
- **[Channel Partner components on workspace](https://www.servicenow.com/docs/access?context=channel-partner-components&family=brazil&ft:locale=en-US)Partner criteria for deals**
Added filtering rules to control partner access to accounts and consumers when creating deals. These rules help verify partners select only relevant records, reducing errors and supporting cleaner transaction creation.
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