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What you’ll achieve

A specific CRM record is opened as a shared workspace: the partner sees it from the portal, only the partner contacts you choose can act on it, and the back-and-forth (comments, files, next steps) lives on the record itself - so context never gets lost and both sides work the same opportunity instead of trading email updates.

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Before you start

1

The record is attributed to the partner

Only records attributed to a partner can be shared with them, so confirm the deal, contact, or company is attributed first. See Set up a shared pipeline.
2

The partner has portal access

The partner contacts you add need access to the experience so they can open the shared record.

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Steps

1

Find the record

Go to Deals overview, or open the partner’s record, and locate the deal, contact, or company you want to co-sell. Starting from the overview lets you work any attributed record; starting from the partner shows just theirs.
2

Share it for collaboration

Use Share to open the record for partner collaboration. This turns the CRM record into a shared workspace and takes you to its collaboration view, where the conversation, files, and tasks live. Sharing is what makes the record visible to the partner in the portal - without it, the partner cannot see or act on it.
3

Set the collaborators

Open Collaborators and put exactly the right partner contacts on the record. Collaborators are the people in the loop, so this is your access control for the deal:
  • Add the partner contacts who are working the opportunity, so they can see and act on it.
  • Remove anyone who should not have access; removal ends their access to the record immediately.
Keeping the list tight means the deal is visible to the people co-selling it and no one else at the partner.
4

Discuss it in context

On the collaboration view, use the Activity feed to comment on the deal. Everyone in the loop sees the thread and can reply, so decisions and next steps stay attached to the opportunity as it moves. Share relevant attachments in Files so the materials live with the deal too.

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Verify it worked

The record opens in its collaboration view, the partner contacts you added see it from the portal, and a comment you post in the Activity feed appears for both sides. Anyone you removed can no longer open the record.

Run tasks on a shared deal

Add next steps with owners and due dates on the shared record.

Set up a shared pipeline

Attribute deals and control the fields partners see and edit.

Collaborate from your CRM

Work the same shared record from inside HubSpot or Salesforce.

Implementation reference

Full configuration options.