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Open in Introw: Forms

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How it works

Channel conflict screening is configured per form, not in a global settings screen. On any form whose automations create a deal, you can add a Channel Conflict Analysis automation. When it is on, each submission is cross-referenced against the deals already synced from your CRM to find overlap on the same account or opportunity, before the form’s CRM automations run. If the AI finds a likely conflict, the submission is held as pending in the Submissions inbox with a channel conflict flag, the overlapping deals, an assessment, and a recommended next step. A reviewer on your team approves, declines, or links the submission to an existing deal. The assessment and next steps are internal only, partners never see them. The AI handles detection and triage; the decision stays with your team.

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Prerequisites

  • A form whose automations create a Deal, Lead, or Opportunity (channel conflict only runs on deal-creating forms).
  • A connected CRM with your deals synced, so there is something to compare against.
  • Permission to edit forms, and submission access for whoever resolves a flagged conflict.

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Settings & configuration

Channel conflict lives on the Automations tab of a deal form, as the Channel Conflict Analysis automation. Channel Conflict Analysis is the on/off switch for AI screening on that form. When on, every submission is checked for overlapping deals before the form’s CRM automations run; a Disabled pill on the automation means it is off. Adding a Create partner automation to the same form turns channel conflict off, and it is not available on MDF forms. Object is the CRM object the analysis runs against. It is fixed to your Deal object and cannot be changed. Filters optionally limit screening to deals that match conditions you set (for example a minimum amount or a specific pipeline). Leave it empty to screen every deal the form creates. Additional context is free text that tells the agent how your program judges a conflict (for example how you treat existing open opportunities or overlapping regions), so its assessment reflects your rules of engagement. Resolution happens in Submissions: a flagged submission is pending and shows a channel conflict status; reviewers with submission access get an AI panel to approve, decline, or link the deal.

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Setup walkthrough

1

Open the form's automations

Go to Forms, open the deal form, and switch to the Automations tab.
2

Confirm a deal automation exists

Make sure the form creates a Deal, Lead, or Opportunity, otherwise there is nothing to screen.
3

Enable Channel Conflict Analysis

Turn on the automation, optionally add filters, and add context about your rules of engagement.
4

Resolve from Submissions

Open a flagged submission in Submissions and approve, decline, or link the deal.

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How-to guides

Catch and resolve channel conflict

Turn on AI channel-conflict screening for a deal form, then review and resolve any overlap from the Submissions inbox before it syncs to your CRM.

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Limits & gotchas

Channel conflict only runs on forms that create a deal and have the analysis turned on, so a form with no deal automation is never screened. Detection compares against deals synced from your CRM, so unsynced deals are not considered. The AI flags likely overlap; the approve, decline, or link decision always stays with a reviewer.

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Troubleshooting

  • A submission was never screened - the form has no deal automation, or Channel Conflict Analysis is off (shows a Disabled pill).
  • Channel Conflict Analysis is missing on a form - it is hidden on MDF forms and on forms with a Create partner automation.
  • No overlap is ever found - confirm the comparable deals are synced from your CRM and your filters are not too narrow.
  • A flagged submission was not actioned - confirm a reviewer with submission access is working the Submissions inbox.