The best way of engaging with your partners is by going over a shared sales pipeline.
Introw offers the functionality to create shared pipelines for Deals, Leads, Contacts, Companies and even support tickets all synced from your connected CRM.
Example of shared deal pipeline.
Go to Experience builder and start setting it up right now!
Step 1: Click Add section
Select Hubspot (in case your Hubspot is linked) and choose the desired object for creating a shared pipeline.
In this article we discuss the shared deal* pipeline.
Step 2: Select your pipeline
Select the pipeline from your CRM that you want to use.
Step 3: Configure your pipeline stages
Configure the stages you want to show or hide from the pipeline view. You can also rename them in case you don't want to share the internal channel name to your partners.
Step 4: Set your filters
💡 Introw tip: make sure the linked partner association or property is selected in your filters to see the real magic
Once your CRM is connected and you have defined which objects you link to your partner, Introw will automatically set the right association or property filter so your Partner will only see their deals*.
Step 5: Configure the properties
In the Configure properties settings, you can control which deal properties are visible to your partners and how they are shared.
You can rename, hide, and reorder properties to customize the view for your partner.
For each property, you can choose to make it a header, enable sorting (ascending or descending), allow partners to edit specific fields or to hide properties entirely by selecting don’t share property.
You can decide whether property changes should notify your partners so that partners are alerted when updates occur on those properties both within Introw and your CRM. This flexibility ensures you share only the most relevant information while keeping control over how it’s managed and displayed.
Choose the header of the deal card
By default Introw shows the Primary account linked to the deal as the card header which is most commonly the end customer you and your partner are working with. But you can change this to another property in case you want to have the deal name for example to be the card header.
Card configuration example
Step 6: Set your collaboration option
You can allow your partners to see or add additional information on your deals*.
Allow to see contacts: your partner will be able to see the related contacts to that deal from your CRM.
Allow to see quotes: your partner will have a read-only view of the quote(s) you generated in your CRM.
Allow to see line items: your partner will see the products (line items) that are part of the deal*
Allow to edit line items: your partner will be able to add and edit products (line items) to the deal*.
Step 7: Link your form
Link your Introw form if you want your partners to create a deal* directly from the shared pipeline.
Introw will show a create button on the shared pipeline once a form is linked.
Last step: Make sure you save the section.
Make sure you save the view your changes are applied to the shared pipeline.