π HubSpot KB Bridge: Manage shared partner deals
π‘ Core Capability
Shared deals create a centralized space for HubSpot Partners and HubSpot sales representatives to collaborate. Learn more about creating shared deals and collaborating using messages on shared deals.
π οΈ Key Operations & Headings Outline
- Track registered deals
- Set a sales contact for shared deals
- Manage a shared dealβs users
- Set a default pipeline for shared deals
- Related content
π Subscription Availability
- Partner Account
π WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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