Deal Registration
Protecting partner deals and the relationships.
Workflow
Step 1Partner Deal Activity
ObjectiveCapture partner deals.
InputPartner pipeline
OutputRegistered activity
Key activities
Track partner deal activity in the system
Decision points
What are partners selling?
Tools: CRMRoles: Channel
Success: Activity captured
Quality gate: Go: visible. Loop back: hidden.
Why it matters
- Deal registration aligns incentives: partners invest when their deals are protected. Without it, channel conflict kills momentum.
Best practices
- Make registration fast and unambiguous.
- Define territory and conflict rules clearly.
- Support registered deals actively.
- Track commission and close the loop.
Common mistakes
- A registration process that's slow or unclear.
- Conflict rules nobody follows.
- Registered deals left unsupported.
Key questions
- Is registration worth the partner's effort?
- How do we resolve conflicts fairly?
Agents that drive this
Deal RoomHygiene
Tools we use · alternates in [ ]
HubSpot[ Salesforce, Pipedrive, Attio ]Notion[ Confluence, Obsidian ]