Partner deals
Learn how to embed a shared deal pipeline from your CRM
9 articles
- How to setup shared sales pipelines
- Configure which deal properties to share with your partner
- Collaborate on a deal or any other CRM object
- Keep deals moving with automatic partner notifications
- Use collaborators to ensure partners stay updated on the right deals
- Tracking Partner involvement on deals
- Allow partners to create quotes (CPQ)
- Enable Quotes & Line Items in your shared deal pipeline
- AI Deal Coach
