Deal Registration

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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The problem it solves

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Impact

A reseller decides where to put their sales capacity. Being the vendor whose registration actually protects their deal is the reason they put it with you.

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How this area works

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. The pieces chain from the partner’s claim to a credited, shared deal. Where this sits in a setup. Registration is the first thing most partners actually do, so it lands early. The reseller, co-sell and distributor tracks sequence it with attribution and conflict checks. For two-tier channels, the same deal can carry both a reseller and a distributor through multi-tier attribution in your CRM. 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. The pieces chain from the partner’s claim to a credited, shared deal.

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