How to Configure Sponsorship Registration?

You can configure the sponsorship registration by following the steps below.

1. On the M360 - Sponsorship Registration List page, click New M360 - Sponsorship Registration.

2. Click New M360 - Sponsorship Registration.

Note: Alternatively, you can create a new sponsorship registration from the desired Sponsorship’s Edit page. On the associated Sponsorship Edit page, navigate to Registrations and click New M360 - Sponsorship Registration as illustrated in the image below.

The Sponsorship Registration form is displayed.

3. Enter or select the required values in the fields. For more information, please refer to the following sections.

4. Once all the required fields in these sections have been filled out, click Save.

The sponsorship registration is added to the Sponsorship Registration List.

Note: You can update or view in detail the sponsorship registration added to the list by clicking on Edit/ View in the desired sponsorship registration row.

Primary Information

The Primary Information section within the Sponsorship Registration form allows you to configure details of the sponsor and the sponsorship amount.

Note: All the fields with an asterisk (*) are mandatory.

Enter or select the individual or organization that provides financial support for an event or course in the SPONSOR field.
Enter the amount to be sponsored for the event or course in the PRICE field.

Opportunity

The Opportunity section within the Sponsorship Registration form lets you configure the potential opportunity by setting up the details, important dates, stages, total amounts, and probabilities.

Please refer to the table below for field names and their descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
OPPORTUNITY STAGE	Status of the sponsorship opportunity
OPPORTUNITY DATE	Date when the sponsorship opportunity was created
OPPORTUNITY	Potential business deal
EXPECTED CLOSE	Final date when the deal will be finalized
FORECAST TYPE	Opportunity categorized based on its probability The available options are Most likely - The opportunity is most likely to be sponsored Omitted - The opportunity may be excluded. Upside - A positive but less certain chance of sponsorship compared to the Most Likely option. Worst Case - The lowest probable chance for the opportunity, focusing on the least favorable scenario.
PROJECTED TOTAL	Estimated total value of the sponsorship opportunity
WEIGHTED TOTAL	The calculated sum of the opportunity based on various factors, having individual importance levels assigned to them.
PROBABILITY	Probable percentage value for securing the sponsorship
OPPORTUNITY MEMO	Noted detailing the opportunities of the sponsorship registration.

Sponsorship

The Sponsorship section within the Sponsorship Registration form allows you to manage the sponsorship process, including customization, timing, billing details, contact information, etc.

Please refer to the table below for field names and their descriptions.

Note: All the fields with an asterisk (*) are mandatory.

Field	Description
CUSTOM FORM	Preferred options available to customize the sponsorship form By default, the M360 - Sponsorship Registration Form is selected.
INACTIVE	Whether to deactivate this sponsorship registration form
SPONSORSHIP	Name of the sponsorship
SPONSORSHIP START DATE	Beginning date of the sponsorship period This is auto-generated upon selection of SPONSORSHIP.
SPONSORSHIP END DATE	Last date of the sponsorship period This is auto-generated upon selection of SPONSORSHIP.
BILL TO	Individual or organization to whom the invoice is billed to
REGISTRATION DATE	Date of registration for this sponsorship
INVOICE DUE DATE	Due date for payment of the invoice
STATUS	Current status of the sponsorship
SALES ORDER	Unique number of sales order
PAYMENT TERMS	Interval at which the payments are allowed to be made
SALES ORDER LINE ID	Unique identifier of the item on the sales order that is associated with this sponsorship registration
INVOICE/CASH SALE	Unique identifier of the Invoice or Cash Sale Receipt
INVOICE/CASH SALE LINE ID	Unique identifier of the item on the invoice or cash sale receipt that is associated with the sponsorship registration
ORDER SOURCE	Origin through which this sponsorship registration is initiated
ERROR MESSAGE	Message displayed when an error occurs
BILLING TRANSACTION TYPE	Type of billing transaction This field is auto-generated based on the selection of the SPONSORSHIP
COMPANY EMAIL	Email address of the sponsoring company
COMPANY PHONE	Phone number of the sponsoring company
BILLING SCHEDULE	Billing plan set up in this sponsorship
PAID IN INSTALLMENTS	Whether the payment is made in installments for this sponsorship
ESTIMATE	Unique identifier of the approximate given for this sponsorship registration
CONTACT FIRST NAME	First name of the contact person for this sponsorship
CONTACT LAST NAME	Last name of the contact person for this sponsorship
CONTACT EMAIL	Email address of the contact person for this sponsorship
ITEM	Preferred NetSuite item added automatically on the selection of this sponsorship
SPONSORSHIP LEVEL	Level of sponsorship associated with this sponsorship registration
FEATURED ON EVENT	Whether this sponsorship registration is displayed on the event
LOGO DISPLAY ORDER	Sequence in which the sponsor’s logo is displayed on the web page
REGISTRATION ADJUSTMENT

How to Configure Sponsorship Registration?

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