For partner managers whose resellers live in their inbox, not a portal.A reseller often spots an opportunity mid email thread. Letting them forward that email captures the deal, with the AI agent filling in the registration form for them so the deal still lands attributed and CRM-ready.
What you’ll build
Off-portal deal registration by email.Before you start
Build the registration form
A reseller registration form with its CRM deal automation and attribution should already exist. Set it up first in Register and approve a deal; this email channel just feeds that same form, so the deal still lands attributed and CRM-ready.
Steps
Set up the partner support email
Confirm your partner support email address is active. Partners forward a lead to it, and the AI agent reads the email and submits the for them.
Tell partners they can email
Share the address and a short note that they can forward a prospect with a sentence of context to a deal, no portal needed.
Verify it worked
Forward a test email to the partner support address, then confirm the registration appears in Submissions.Related
Register and approve a deal
Build the form and attribution behind every channel.
Register with AI
Let an AI assistant register deals too.
Register by link
Give resellers a link as well.