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Deals your partners register should look and route like the ones your own sales team creates: assigned to the right owner and named to your convention. Introw sets both automatically when it creates the deal in your CRM, using default fields on the deal automation of your registration form. This guide configures the deal owner and the deal name so every partner-registered deal lands correctly.

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What you’ll achieve

A deal registration form that, on each submission, creates the CRM deal with the owner you intend (a fixed person or the partner’s manager) and a name built to your convention, so partner deals route to the right rep and stay consistent with the rest of your pipeline.

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Before you start

1

Have a deal registration form connected to your CRM

You need a form with a deal automation. See Connect a form to your CRM.
2

Decide your conventions

Know who should own partner deals (a fixed person, or the partner’s manager) and the naming pattern you want, so you can build it from text and variables.

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Watch it

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Steps

1

Open the deal automation

Go to Forms, open your registration form’s configuration, and select the Deal automation. Its Default values set fixed values on every deal the form creates (values the submitter never sees or fills in).
Add the Deal automation
2

Set the deal owner

Under Default values, add Deal owner as the CRM property and choose how it is set:
  • A fixed individual - always assign the same team member, useful when one person triages all partner deals.
  • Partner manager (dynamic) - assign whoever manages the registering partner, so a deal from Amazon goes to Amazon’s manager and a deal from Tesla goes to Tesla’s manager, automatically.
Set the deal owner and name in Default values
3

Set the deal name

Add Deal name as another default value and build the name from free text combined with variables from the partner or form fields, so partner deals match your convention. For example New deal - [end customer company] or Opportunity via [Partner] for [amount] licences.
4

Save the form

Save. From now on, every partner-registered deal is created in your CRM with the owner and name convention you set.

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Verify it worked

Submit a test registration for a partner that has a manager assigned. The resulting CRM deal is owned by the person you configured (or the partner’s manager) and its name follows your pattern with the variables filled in.

Register and approve a deal

The core registration flow these defaults apply to.

Connect a form to your CRM

Map and attribute the rest of the deal’s fields.

Wire partner ownership

Set the partner managers the dynamic owner option uses.