For partner managers who want resellers to register a deal in seconds, without a login.The lowest-friction way for a reseller to register is a link they can open and fill in anywhere. A partner-specific link goes one step further: it attributes every registration to that reseller automatically, so their claim is locked in and you do not have to reconcile who submitted what.
What you’ll build
A shareable registration link, optionally attributed to a specific reseller.Before you start
Confirm the form
A registration form that creates an attributed CRM deal should already exist. Build it in Register and approve a deal so every link credits the right reseller.
Watch it
- Video
- Click through
Steps
Open the form's share dialog
In Forms, open your form and open its Share form dialog.
Copy the link
On the Link tab, copy the general link to share with anyone, or the partner link to attribute every submission to a specific partner.
Verify it worked
Open the link yourself, submit a test registration, and confirm it appears in Submissions attributed to the right reseller.Related
Register by embed
Capture registrations on your own site.
Register and approve a deal
Build the form and approval behind the link.