Introducing Real-Time Deal Registration & Tracking for Partners

We’ve rolled out a new capability in the GenRocket Connect partner portal that makes deal registration and tracking a lot simpler – and we want you to start using it right away.

What’s new
You can now register leads directly from GenRocket Connect and track them end-to-end as they move through approval, qualification, and into closed deals. Everything stays synced across the platform and Salesforce so you always see the latest status without chasing updates.

Why it matters for you

• Register leads in a few clicks from the Sales tab → All Leads → Register New Lead.
• Real-time status visibility – once a lead is approved in Unifyr, it auto-syncs to Salesforce and you get notified by email.
• Track every stage – lead stage updates, deal amounts, and opportunity progress reflect simultaneously across all three systems.
• Protected deal registration – once qualified and converted, your deal gets a Deal ID and is officially registered under your name.

What we need you to do

1. Start registering all new leads through the Connect platform going forward.
2. Watch the attached walkthrough video – it covers the full flow step by step, from lead submission to deal tracking, and will take just a few minutes.
3. Reach out to your GenRocket partner contact if you hit any roadblocks.

Using this process consistently ensures your deals are registered, protected, and visible to our team – so we can support you faster and close together.

If you have questions, reply to this email or reach out to partnersupport@genrocket.com.

We’re happy to walk you through it live.

Thanks for partnering with us.