The Collaborators feature in introw.io is designed to keep both your team and your partner contacts aligned on deals. By adding collaborators, you ensure everyone who matters gets automatically notified whenever something changes—making collaboration effortless and transparent.
What are Collaborators?
Collaborators are the people you bring into a deal (or any other shared CRM object like leads, tickets, etc) to stay up-to-date. They can be:
Internal team members: colleagues like account executives, sales managers, or cross-functional teammates.
Partner contacts: external partner contacts who are directly involved in driving the deal forward.
Once added, collaborators automatically receive notifications about updates such as deal stage changes, new comments, or attached documents.
Why use Collaborators?
Adding collaborators helps you:
Keep partners informed without endless email threads.
Ensure stakeholders (both internal and external) are notified when something important happens.
Improve transparency across your pipeline by making deal progress visible to the right people.
Save time by reducing back-and-forth updates outside the platform.
How to add Collaborators
Automatic Assignment
Collaborators are added to deals (or other CRM objects created via the form) automatically to reduce manual work:
The partner contact who registers or submits the deal via a deal form is automatically added as a collaborator.
The partner manager (internal owner of that partner relationship) is also automatically assigned as a collaborator.
This ensures both the external partner and the responsible internal manager are immediately connected to the deal from the start.
Manual Assignment
You can also add collaborators manually:
Open the deal where you’d like to add collaborators.
Go to the Collaborators section.
Search for and select the internal teammate or partner contact you want to add
OR
Once added, they’ll start receiving automatic notifications whenever the deal is updated.
💡 Introw tip: Simply @mention a teammate or partner in the comment section to add them as a collaborator instantly.
How to remove Collaborators
If a collaborator no longer needs visibility on a deal, you can easily remove them:
Open the deal and go to the Collaborators section.
Select the collaborator you want to remove.
Click the bin icon and confirm the deletion.
They’ll no longer receive notifications or have access to updates for that deal.
No worries, you can always add them back later to keep them updated again.