How it works
A reseller deal registration is an Introw form whose automation creates or links a CRM deal. A reseller fills the form, Introw runs the checks you have turned on, and the submission lands in your Submissions inbox with a status. With channel conflict analysis on, the registration is checked against existing pipeline so a reseller’s claim is protected. With an approval gate on, it waits for the approvers you choose. When you accept a registration, its automation creates or links the CRM deal and attributes the reseller, so their margin is locked in. You build the form in the Forms area; this page covers the registration-specific settings. The mechanics are shared with co-selling deal registration, framed here for the reseller motion.Prerequisites
- A connected CRM with partner attribution, so registered deals attribute to the reseller.
- Write access to Forms to configure registration and approvals.
Settings & configuration
A registration form’s behavior is set on the form’s Automation tab from Forms; submissions are handled from Submissions.Channel conflict analysis
Channel Conflict Analysis compares each registration against your existing pipeline so a reseller’s claim does not collide with the direct team or another partner. Scope it to the records that matter and add context about how your team defines conflict.Approval gate
Enable Approval Gate makes registrations wait for review. Approval steps are the ordered approvers, who can be team members, partner team roles, or anyone. Introw AI validation can check a submission against your instructions and, above a certainty threshold you set, act on confident decisions on its own.CRM automation
The registration’s automation decides what happens on accept, such as creating a new CRM deal or linking an existing one and attributing the reseller. Set this so an accepted registration becomes the right attributed CRM record.Reviewing submissions
The Submissions inbox lists registrations by status. From a submission you can Accept, Decline, or Return it for more information. Conflict cases show the overlapping records so you can decide with full context.Setup walkthrough
Build the registration form
In Forms, create the form resellers submit and add its CRM deal automation.
Share and review
Share the form, then work the Submissions inbox.
How-to guides
Configure the deal owner and name for partner deals
Control who owns partner-registered deals in your CRM and how those deals are named, using default fields on the deal automation.
Link a registered deal to an existing lead
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.
Register and approve a reseller deal
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.
Register by email
Let resellers register a deal straight from their inbox.
Register by embed
Put deal registration on your own site or portal.
Register by link
Give resellers a link to register a deal in seconds.
Register via Slack
Let resellers register a deal from a Slack channel.
Register via Microsoft Teams
Let resellers register a deal from a Microsoft Teams channel.
Register with AI
Let resellers register through an AI assistant.
Limits & gotchas
Troubleshooting
- Registrations all sit in pending - an approval gate is on; review them in Submissions or adjust the steps.
- A registered deal has no reseller attribution - partner attribution is not configured on the CRM connection.
- Conflicts are not flagged - conflict analysis is off or scoped too narrowly.