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Deal registration is how partners who own the sale protect their investment in a deal. Resellers register to lock in conflict-free credit, work the fields they own on the live CRM record, and where a distributor sits above them, both tiers share attribution and visibility on the same opportunity.

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What this area does

Deal registration is the motion where the partner, not the vendor, closes the deal. A reseller registers an opportunity to claim it, which checks for channel conflict and routes through your approvals so their margin is protected from the direct team and other partners. Once a deal is shared, resellers can edit the specific fields you allow on the CRM record, manage line items, and create quotes, all without a CRM seat. For two-tier channels, the same deal can carry both a reseller and a distributor through multi-tier attribution in your CRM, so both partners get credit and the visibility they need on the same opportunity. Everything writes back to HubSpot or Salesforce, so partner-owned pipeline stays real and reconcilable.

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Why it matters

  • Trust & accuracy - Conflict checks, approvals, and clean attribution protect the partner’s deal and your channel.
  • CRM-native - Registration, edits, and multi-tier credit all live on the CRM record.
  • Work where you already are - Partners register and update deals from the portal, their CRM, email, or an AI assistant.

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How it fits together

The pieces chain from the partner’s claim to a credited, shared deal:

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Capabilities

Deal Registration

Let resellers register and protect deals, with conflict checks and approvals.

Shared Pipeline

Give resellers a CRM-drawn view of their deals and let them work each one - fields, line items, and quotes.

Multi-tier Attribution

Credit and share visibility across a distributor and reseller on one deal.

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Who works in this area

Partner Manager (CAM / PAM)

Sets registration, approval, and field-edit rules for resellers.

Partner Ops / RevOps

Maps multi-tier attribution so credit holds up in the CRM.

Partner - Sales (Reseller)

Registers, protects, and works their deals without a CRM seat.

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Headless

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All guides

Register a two-tier deal

Credit both a distributor and a reseller on one CRM deal: map each role’s attribution, capture the tier at registration, and give each partner scoped visibility of the shared deal.

Configure the deal owner and name for partner deals

Control who owns partner-registered deals in your CRM and how those deals are named, using default fields on the deal automation.

Link a registered deal to an existing lead

Let partners pick an existing CRM lead when they register a deal, write the lead reference on the deal, and associate the two records in your CRM.

Register and approve a reseller deal

Build a reseller registration form that creates an attributed CRM deal, protect the claim with channel conflict checks, gate it with approvals, and work the submissions inbox.

Register by email

Let resellers register a deal straight from their inbox.

Register by embed

Put deal registration on your own site or portal.

Register by link

Give resellers a link to register a deal in seconds.

Register via Slack

Let resellers register a deal from a Slack channel.

Register via Microsoft Teams

Let resellers register a deal from a Microsoft Teams channel.

Register with AI

Let resellers register through an AI assistant.

Quote on a reseller deal

Let resellers build their own deal economics: turn on line item editing and quote creation on the shared deal so resellers assemble products and publish quotes from the portal.

Set up a reseller pipeline

Give resellers a CRM-drawn pipeline of the deals they own, then control which deal fields they can see and which they can edit, all from the portal with no CRM seat.