Deal & Lead Registration

Every co-sell starts with a registered deal. Once a partner registers and the deal lands attributed in your CRM, the collaboration features in this domain take over.

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The problem it solves

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Impact

A referral partner refers again when the first one was acknowledged quickly and credited clearly. Registration is where you win or lose the second referral.

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See it work

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How it works

Deal and lead registration is the front door to co-selling. A partner tells you about an opportunity, Introw checks it for channel conflict, routes it through the approvals you define, and writes it to your CRM attributed to the partner. From there, both sides collaborate on the same record through shared pipelines, Partner Connect, and tasks. Underneath, a registration is a form. You build it in the form builder, and its CRM automation maps each answer to a deal, lead, contact, or company property and links the record to the submitting partner. Its channel-conflict check and approval gate decide which registrations need a human. Nothing here is bespoke: the same builder, sharing channels, submissions inbox, and AI validation that run every other partner form run registration too. The How to page maps which of those guides you need, in the order you need them. How a partner registers depends on the motion. Referral partners share a lead and let your team close it. Resellers register and close their own deal, with the margin protection that goes with it. Both reuse the same form, conflict, and approval mechanics, framed for their audience. Whichever route they take, and whichever channel they use (the portal, a link, email, Slack or Teams, an AI assistant, or the API), registrations land in one Submissions inbox and run through the rules you set.

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Run it from your AI assistant

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Going deeper

Works with