Last updated: May 14, 2021
Register your partner leads in HubSpot using the shared deal card on a contact or company record. When a shared deal is created, it is automatically registered and assigned to a HubSpot sales representative.
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.
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:
You can log shared notes on a shared deal to collaborate and respond to your HubSpot sales representative.
You can view all shared activity on a shared deal in one place to make it easier to streamline your communications with HubSpot.
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