Sony Distribution — Sales CRM

New Distribution Deal

Required Title Customer Territory Sales Approver Sales Planner

Everything else can be filled while the deal sits in Stage 1.

Deal basics

Deal Title / Content Package *

Customer Reporting Name *

Territory *

Key deal

Kick-Off Memo Required — Yes goes to Stage 2 with escalated approval routing (BU Head + Finance + Legal + Head of Region + CFO); No skips to Stage 3

Media (multi-select)

Planning & budget

Fiscal Year

Budget Target

Budget Notes

Ownership

Sales Approver *

Sales Planner *

Deal Notes / Comments

Classification & routing

MRP Classification

Deal Header Ref. Number

New MRP Intake Entry

Records a Key Deal identified during MRP. Submitting creates a Stage 1 deal pre-populated with these fields.

Deal basics

Deal Name *

Customer Reporting Name (Platform / Buyer) *

Territory *

Content scope

Media

Planning & budget

Fiscal Year

Budget Revenue Target *

Ownership

Sales Approver

Sales Planner

Notes & routing

Deal Notes / Comments

Key Deal?

Kick-Off Memo Required — Yes goes to Stage 2 with escalated approval routing (BU Head + Finance + Legal + Head of Region + CFO); No skips to Stage 3

Import Deals from Excel

Upload an .xlsx file and map columns to deal fields

Select Excel File (.xlsx)

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