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What you’ll achieve

A partner opportunity that has no match in your CRM becomes a registered deal on your side, attributed to the partner, so both teams collaborate on one shared record from the start instead of waiting for a deal to exist before they can co-sell.

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Before you start

1

Confirm there is nothing to link

This is the path to take when the partner’s deal has no matching deal in your CRM. If a match exists, link it instead - see Enable Partner Connect and link a deal.
2

The partner has portal access

The partner contact needs access to your partner experience, where the registration form lives.
3

A registration form is available

Registering creates a deal through a form that maps to your CRM. Make sure your experience exposes a deal registration form for partners to submit.

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Steps

1

Decide between linking and registering

Go to Partners and open the co-sell relationship. If the partner’s opportunity already exists in your CRM, the partner links it. If it does not - it only lives in the partner’s CRM, or the partner runs Salesforce and cannot link - registering is the way to bring it in.
2

Open the registration form

From the partner experience, the partner opens the deal registration form you expose. This is the same registration mechanic used across your program, framed here as the way to start a co-sell deal that does not exist on your side yet.
3

Provide the deal details

The partner fills in the deal details the form asks for - the account, the opportunity, and any fields you require to create the record correctly. Capture enough for your team to recognize and work the deal, since these values map straight onto the new CRM record.
4

Submit to create the shared deal

On submit, the registration runs through your conflict and approval rules, then creates the deal in your CRM attributed to the partner. From that point both sides collaborate on the one shared record.

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Verify it worked

The registered deal appears in your CRM attributed to the partner and shows up as a shared opportunity for both sides, exactly as a linked deal would. The partner can follow its status from the experience.

Enable Partner Connect and link a deal

Link when a matching deal already exists in your CRM.

Deal Registration

The full register-and-protect motion these forms come from.

Implementation reference

Full configuration options.