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Deal Registration Form Template
Complete template for collecting partner deal registrations. Prevent channel conflict and protect partner opportunities with proper deal registration.
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This is how your deal registration form should look
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Recommended Workflow
- 1Partner Submits Deal
Partner fills out form and submits registration
- 2Automated Duplicate Check
System checks if deal already exists by customer name + country
- 3Manager Review
Partner manager reviews and approves/rejects within 24-48 hours
- 4Protection Period Begins
Deal is protected for 90 days (or your defined period)
- 5Partner Works the Deal
Partner pursues opportunity without conflict
- 6Deal Closes
Commission tracked and paid according to agreement
Best Practices
- Set clear protection periods: Typically 90 days for initial registration
- Review within 48 hours: Fast approval/rejection keeps partners engaged
- Auto-check duplicates: Prevent conflicts by checking customer name + location
- Require minimum qualification: Only accept deals in "Qualified Lead" stage or better
- Send notifications: Auto-notify partner on submission, approval, and rejection
- Track deal progress: Update registration status as deal moves through stages
Common Rejection Criteria
Define clear rules for when to reject deal registrations:
- ✗Duplicate registration: Deal already registered by another partner or direct sales
- ✗Existing customer: Account already has active subscription
- ✗Too early stage: Opportunity not yet qualified (cold lead)
- ✗Outside partner territory: Geographic or vertical restrictions
- ✗Insufficient information: Missing required fields or vague details
- ✗Direct sales active: Your team already working the account