Introw offers very convenient settings to improve the collaboration on a deal and we will make sure all changes made in Introw or your CRM are kept in sync in real-time.
Configure the shared deal information
Within the Introw deal pipeline embed you can configure which CRM properties from the deal you would like your partners to see (and edit).
Remark: only properties that are editable in your CRM can be made editable.
As an example here, I am allowing my partner to drive the deal and edit the deal stage and close date. All changes made by the partner are synced automatically to your CRM.
In case your partner is a reseller for example, you can also allow them to add or edit the line items which will be logged in the activity section of the deal as well.
Your partner is able to add or edit line items and search (on name and SKU) on any line item you have available in the product library of your CRM.
Keep your partner up-to-date on auto-pilot
Introw ensures your partners stay informed at every stage, providing full transparency into the progress of the deals attributed to them. With real-time updates, shared visibility, and even Slack notifications, your partners can easily track their impact and stay engaged throughout the sales process—without missing a beat.
Easily choose for which CRM property changes you want your partners to be notified of by selecting the property and indicating you and your partners to be notified on changes on this property.
Once marked you will see a 🔔 icon appear next to the property indicating that any change made on this property within Introw by your partner or by you or your team within your CRM will notify the partner related contacts.
Example of a slack notification informing the partner or your partnership team that a new deal was added.
