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Partner Tools

Create shared partner deals

Last updated: September 22, 2021

Applies to:

Partner Account

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.

Create a shared deal

  • 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.

shared-deals-create

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

Register an existing deal as a shared deal

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal you want to convert.
  • In the right panel, in the Shared Deals section, click Convert to shared deal.
  • Click the Partner dropdown to select the partner you want to add to the deal.
  • Click the Partner contact dropdown to select the deal owner. 
  • Add a welcome note to share more information about the deal with the partner. 
  • Click Next
  • Review the details, and check the You have reached out to this partner to confirm availability to work the deal. checkbox.
  • Click Add partner.

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.

shared-partner-deals-shared-deal
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 Number of Active Deal Registrations property. 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.

track-registered-deals

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.

You can view all shared activity on a shared deal in one place to make it easier to streamline your communications with HubSpot. 

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of a shared deal.
  • At the top of the deal record, navigate to the Shared tab. 
shared-tab
  • Only activity shared with HubSpot will appear in this tab. 

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 the Shared tab on the record timeline, click Add Shared Message. The note editor will pop up.
shared-deal-shared-message 
  • Type your note, then click Save note. The note will automatically sync to HubSpot's CRM. 
  • You can attach and share files and images on shared deals. If you want to delete a file or image, you can do this from the note in the shared deal and it will be deleted in both accounts.
  • 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, click Create Note in the Notes tab on the record timeline.