Manage shared partner deals

Last updated: February 10, 2025

Available with any of the following subscriptions, except where noted:

Shared partner deals create a centralized space for both HubSpot Partners and HubSpot sales representatives to collaborate on and share information about deals between CRMs. Below, learn more about how to manage your shared partner deals after creating them.

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 be included in the filter.

track-registered-deals

Review AI-generated call summaries on your shared deal

HubSpot sales representatives can share AI-generated call summaries with HubSpot Partners to provide a concise overview of key information from sales calls. Solutions partners can then review this summary for key insights instead of listening to call recordings.

To review a call summary:

In your HubSpot account, navigate to CRM > Deals.
On the deals index page, click the name of the shared deal.
At the top, click the Activities tab. Then, click the Shared tab.
Any call summaries shared by a HubSpot sales representative will appear. Depending on the actual content of the call, within each call summary, you can navigate to the following tabs:
- Summary: the overall summary of the call with the customer.
- Key Takeaways: any highlights of the most important discussion points.
- Deal Risks: any identified challenges that could impact the deal.
- Tech Stack: technologies and tools that the customer is using.
- Customer’s Business Challenges and Goals: key pain points and objectives with HubSpot.
- Contacts Involved: the stakeholders who participated in the call.
- Next Steps: further suggested actions to progress the deal.

KB - shared deal shared call

Add or remove users to the deal team

Any user in your partner portal can be added to or removed from the selling team for a shared deal. Your HubSpot sales representative can also add or remove users from this shared property. Once added, the user will receive all activity notifications on the shared deal.

Navigate to the shared deal.
Hover over the Deal team field and click Edit.
In the Edit deal team pop-up, select the users you want to add to the deal. You are only able to add or remove users in your account.
Click Save.

Once added, all members of the deal team will be visible on the Shared deals card and will receive notifications about the deal. If you're unable to locate the Shared deals card, learn how to troubleshoot a missing Shared deals card on your records.

shared-deal-card

Set a default pipeline for shared deals

To add a default pipeline for shared deals:

In your HubSpot account, click the settings settings icon in the top navigation bar.
Click Partners > Shared Deals.
Click the Referred deal pipeline dropdown menu and select the pipeline you want shared deals to be added to.

This will not override an existing pipeline for any deals.

After the deal has been created, you can edit the Product Interest field if it changes throughout the sales process:

In the Shared deal section, hover over the Product Interest field and click Edit.
Click the Edit product interest dropdown menu and select the relevant HubSpot products.
Click Change Product.

When a quote is purchased and the deal is moved to closed won, you'll see a banner on the shared deal indicating that the customer has purchased the deal.

You will also be sent a shared message from your HubSpot sales representative containing feedback on the deal.

partner-closed-won

Conversely, if deal is moved to closed lost, you will see the following banner on the shared deal:

partner-closed-lost

Troubleshoot missing Shared Deals card

If you're unable to locate the Shared deals card on a company, contact, or deal record, it is likely due to record customisation in the account. To resolve this, you can add the Shared deals card back to the record's view. Learn more about customizing your records.

In your HubSpot account, click the settings settings icon in the top navigation bar.
In the left sidebar menu, click Objects. Then, select the [object] where the Shared deals card is not appearing.
At the top, click the Record customization tab.
Click the Default view or the view that you're using.

In the right panel, click Add cards.
In the left sidebar menu, click Standard cards.
Select the Shared deal card checkbox.
At the top, click the X icon to exit the right panel.
In the top right, click Save and exit.

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