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Configure which deal properties to share with your partner
Configure which deal properties to share with your partner

Select the deal properties you want to display or make editable for your partner.

Wouter Moyaert avatar
Written by Wouter Moyaert
Updated over a week ago

Step 1: Add properties

Select Add property to add other properties from your CRM that you want to display on the deal card and deal detail within Introw.

Step 2: Configure which properties you like to make editable

Configure the deal properties you want your partner to edit (ex. deal stage, close date) so they can drive the deal and you receive updates on these changes automatically.

Step 3 (optional): Change the display name of the properties

You can change the display label of your CRM deal properties to make them more partner friendly or match with the language of your partners.
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Example: if your partners are based in France but your CRM is in English, Introw allows you to display the CRM properties in French by adjusting the display label. You can do this for any pipeline embed so you can create a French deal pipeline and a German deal pipeline all based on the same data from your CRM.
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