> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Register instead of link

> When a partner has an opportunity that does not yet exist in your CRM, register it as a new shared deal instead of linking, so co-selling can still start.

{/* Linking joins a partner deal to one that already exists in your CRM. When there is nothing
  to link to, the partner registers the opportunity instead, which creates a new deal on your
  side and starts the co-sell from a single shared record. Reach for this when only the partner
  has the deal today, or when a Salesforce partner (who cannot link) wants to co-sell. The
  outcome is the same shared opportunity you get from linking, just created rather than matched. */}

## 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.

## Before you start

<Steps>
  <Step title="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](./enable-partner-connect-and-link-a-deal).
  </Step>

  <Step title="The partner has portal access">
    The partner contact needs access to your partner experience, where the registration form lives.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Steps

<Steps>
  <Step title="Decide between linking and registering">
    Go to [Partners](https://app.introw.io/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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Enable Partner Connect and link a deal" icon="link" href="./enable-partner-connect-and-link-a-deal">
    Link when a matching deal already exists in your CRM.
  </Card>

  <Card title="Deal Registration" icon="file-signature" href="/features/deal-registration/registration">
    The full register-and-protect motion these forms come from.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>