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Partner Tools

Create shared partner deals

Last updated: January 19, 2023

Applies to:

Partner Account

Register your partner leads in HubSpot using the shared deal card on a contact, company or deal record. When you create a shared deal, it is automatically registered in HubSpot's CRM and assigned to a HubSpot sales representative.

You can either create a shared deal from a contact or company record, or register an existing deal record as a shared one. 

Create a shared deal

To create a shared deal, create a deal from the contact or company record: 

  • Navigate to your contact or company records:
    • Contacts: In your HubSpot account, navigate to Contacts > Contacts.
    • Companies: In your HubSpot account, navigate to Contacts > Companies.
  • Click the name of the contact or company you want to register.
  • In the right panel, navigate to the Shared deal section.
  • Click +Add.
  • In the right panel, enter your shared deal details.
    • Deal name: the deal name will sync one-way to HubSpot. Once created, any changes made to the deal name will not sync between HubSpot and your account.
    • Pipeline: this property does not sync to HubSpot from your partner account. 
    • Deal stage: this property does not sync to HubSpot from your partner account. 
    • Close date: this property syncs to HubSpot. Once created, if the close date property is adjusted in HubSpot, this will sync to the Shared Selling card in your partner account. 
    • HubSpot product interest: this property syncs both ways between HubSpot and your partner account. 
    • Deal owner: this property does not sync between HubSpot and your partner account.
    • Deal team: this property syncs both ways between HubSpot and your partner account.
    • Associated company: this property will sync one-way to HubSpot.
    • Associated contact: this property will not sync to HubSpot. 

shared-partner-deals-details

  • Click Next
  • Enter qualifying information about the deal in the Intro note, Specific pain/opportunity defined and Next steps fields.
create-shared-deal

  • Click Create shared deal.

Register an existing deal as a shared deal

To register an existing deal as a shared deal, the following conditions need to be met:

  • As a partner, you need to be under your capacity limit.
  • There must be a company and contact record associated with the deal record.

To register the deal:

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal you want to convert to a shared deal.
  • In the right panel, in the Shared Deals section, click Convert to shared deal.
  • Follow the same steps above to fill out information about the shared deal and qualifying information. 

Creating a shared deal in a partner account will automatically create the deal in HubSpot's CRM and assign it to a HubSpot sales representative.

Both the HubSpot sales representative and the partner will have shared visibility to comments, partner compensation eligibility, products selected during deal registration, and any quotes associated with the deal record if relevant.

shared-deal-card


 
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