> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Deal Registration
> Protect partner-owned deals end to end - resellers register and lock in their opportunity, edit the fields they own on the CRM record, and distributors and resellers share credit and visibility through multi-tier attribution.
export const Headless = ({prompts = []}) => {
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Introw is headless by design: run everything here in plain language from Claude, ChatGPT,
Slack, Teams, or your own CRM through Introw's MCP server, with every
action written straight back to your CRM source of truth. The portal is one surface, never the only one.
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The agentic playbook - lifecycle deep dives and a Claude Code skill library that run your partner program
from Claude, ChatGPT, Slack, and your CRM.
}
;
};
> 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.
## 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.
## 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.
## How it fits together
The pieces chain from the partner's claim to a credited, shared deal:
```mermaid theme={"theme":{"light":"github-light","dark":"github-dark"}}
flowchart LR
register["Register deal"] --> conflictCheck["Conflict check"]
conflictCheck --> approval["Approval"]
approval --> sharedPipeline["Shared pipeline"]
sharedPipeline --> attribution["Multi-tier attribution"]
```
## Capabilities
Let resellers register and protect deals, with conflict checks and approvals.
Give resellers a CRM-drawn view of their deals and let them work each one - fields, line items, and quotes.
Credit and share visibility across a distributor and reseller on one deal.
## Who works in this area
Sets registration, approval, and field-edit rules for resellers.
Maps multi-tier attribution so credit holds up in the CRM.
Registers, protects, and works their deals without a CRM seat.
## Headless
## All guides
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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.
Control who owns partner-registered deals in your CRM and how those deals are named, using default fields on the deal automation.
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.
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.
Let resellers register a deal straight from their inbox.
Put deal registration on your own site or portal.
Give resellers a link to register a deal in seconds.
Let resellers register a deal from a Slack channel.
Let resellers register a deal from a Microsoft Teams channel.
Let resellers register through an AI assistant.
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.
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.