To make sure the deals registered by your partners are assigned to the right deal owner of your sales team, we allow to choose which deal owner is set during the automatic creation of a deal in your CRM.
How to set this up:
Navigate to your form and select Configuration.
Choose the automation "Create Deal".
Select the type "Hidden Field" and assign it to Deal Owner.
Configure the deal owner by selecting either a fixed individual or the dynamic Partner Owner option. This ensures that the partner owner managing the partnership will be assigned as the deal owner in your CRM.
E.g. John Smith manages the partner Tesla, and Ricky Gervais manages the partner Amazon. If Amazon registers deals via your deal form, the system will automatically assign Ricky Gervais as the deal owner in your CRM. The same logic applies to Tesla, where John Smith is automatically assigned.
Whenever your partners register deals, Introw will make sure the right deal owner is set when creating the deal in your CRM.