Click thenameof the contact or company you want to register.
In the right panel navigate to the Shared deal section.
In the right panel, enter your shared deal details.
Click Create shared deal.
When a shared deal has been created in a partner account, it will be automatically created in HubSpot's CRM and assigned to a sales representative. Partners can view key deal information that syncs from HubSpot when a deal is created and updated. When a partner updates a deal this new information will sync to your HubSpot representative for visibility.
Both the HubSpot sales representative and the partner will have shared visibility to notes, comments, partner compensation eligibility, products selected during deal registration, and any quotes if relevant.
Track registered deals in your partner account
You can view and track registered deals in your partner portal by creating a filtered view on your Deals home using the HubSpot Shared-selling property or by pulling up all deals in the HubSpot Shared-selling pipeline. Any deals that your HubSpot sales representative registers for you will also be included in the filter and will be assigned to the partner lead notifications recipient.
To set a partner lead notification recipient:
In your HubSpot Partner account, navigate to Settings > Partners. In the left panel select Communication.
In the Get notified about lead activity section, select a user to receive partner lead notifications.
Communicate with the HubSpot Sales team
You can log shared notes on a shared deal to collaborate and respond to your HubSpot sales representative.
In your HubSpot account, navigate to Sales > Deals.
Click the name of a shared deal.
In Shared Deal Info section in the right panel, click Share note.
To sync a note to HubSpot's CRM, @-mention @Shared deal bot in the note pop-up, then type your note.
When a HubSpot Sales representative shares a note you will be notified. You can comment on any shared note to sync it to HubSpot's CRM.
To create a private note that is not synced to HubSpot's CRM, do not @mention the Shared deal bot in your note.
Review and share quotes with your client
When a quote is created for a Shared Deal, a preview of the quote and a signing link for the client will display in the Shared Deal Info section of a deal.
To share the link with your client, navigate to the Shared Deal Info section, and click Share Quote. You can Copy link or Share via email.