Deal Registration

When a partner owns the sale, deal registration is how they protect the investment they are about to make in an opportunity. They register from whichever tool is already open, Introw screens the claim for conflict and applies your approval rules, and what lands in your CRM is a structured deal attributed to them that no one else can claim.

​

The problem it solves

Partners will not invest in a deal they might lose:

​

Impact

No partner invests in a deal they might lose. Registration is the promise that makes the investment rational, and what you get back for making it is deal data your RevOps team can actually report on.

​

See it work

​

How it works

Deal registration lets a partner claim an opportunity before they invest in working it. You build one form, and every channel feeds it: the partner portal, a share link, an embed on your own site, an email they forward, a message in a shared Slack or Teams channel, their own AI assistant over MCP, or a call from their systems to the forms API. Whichever route they take, the same checks and the same CRM write run behind it. Add the channel conflict check and the approval gate to the form, and a registration is screened against your open pipeline and held at the gate before anything reaches your CRM. You choose how much of that review Introw AI owns - nothing, a recommendation, or a decision above a confidence you set - and which approvers the rest routes to, in order. A form without an approval gate accepts a registration on submit, and the deal is written to your CRM a few seconds later. What lands is structured, not free text. Each form field maps to a CRM property with a write mode, and the values your RevOps team needs but a partner should never pick - pipeline, stage, the deal-name convention, the owner - are set as defaults on every registration. One registration a week or a thousand a month produce the same record shape, so partner-sourced pipeline reports beside the rest of it. Attribution is written in the same moment. The submitting partner is linked to the deal through your CRM attribution mapping, with nobody typing a partner name, and where a distributor sits above the reseller both tiers are credited on the one record - see Multi-tier attribution. From there the registered deal is something both companies can work on a shared pipeline.

​

Run it from your AI assistant

​

Going deeper

Works with