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.
The problem it solves
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.How it works
Deal and lead registration is the front door to co-selling: a partner tells you about an
Submissions & Approvals
Review, approve, return, or decline every registration in one place.
Channel Conflict
Screen each registration against existing pipeline before it is accepted.
Run it from your AI assistant
Going deeper
How to
Setup, configuration, and all how-to guides for registration.
API reference
Integration surface and code.
Lead Sharing
Referral partners share leads off-portal.
Deal Registration
Resellers register and protect their own deals.
Submissions & Approvals
Every registration runs through review and approval.