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What you’ll achieve

A shared deal opens as a full collaboration space. You can read everything that ever happened on it, leave an update, @-mention the other side to pull them in, add tasks and files, view related contacts and quotes, and edit the fields the vendor opened up. Both sides work the same record, so context never scatters across email threads - the partner self-serves on their own deal and reaches out for an update right where the work is.

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Before you start

1

The deal is attributed and visible to the partner

Only a deal attributed to a partner shows up in their portal. Confirm attribution and visibility first - see Set up a shared pipeline.
2

The fields and permissions are configured on the embed

What a partner can see and edit - properties, related contacts, line items, quotes, and notifications - is set once on the pipeline embed. Adjust it in the implementation reference if you need to.
3

The partner has portal access

The partner contacts working the deal need access to the experience so they can open it and act on it.

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Open the deal room

Open the shared pipeline and click the deal you want to work. As a partner, that’s the pipeline in your portal; as the vendor, start from Deals overview or the partner’s record. See View a partner’s pipeline for finding the right deal.
A shared deal open in its collaboration view: the partner and the deal's properties down the left, the activity thread and comment box in the middle, and the collaborators, account and contacts on the right.
The deal opens in its collaboration view, laid out in three lanes:
  • Left - the Partner (company, tier, website, partner manager), the deal’s own properties, and any Commission, Quotes, and Line items attached to it.
  • Middle - the tabbed workspace: Activity, the AI agent, Deal Coaching (deals only), Files, and Tasks, with the comment box at the bottom.
  • Right - the Collaborators in the loop, the Account the deal belongs to, and its related Contacts.
The header breadcrumbs the portal name, the deal’s stage, and the deal name, so you always know where you are.

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Read the activity timeline

The Activity tab is the deal’s full history, newest first. Everything that happens on the record lands here, for both sides to see:
  • Comments and @-mentions left by either side.
  • Property changes - each edit shows the field and its value from → to (stage moves, amount, close date, and any other tracked property).
  • New and shared deals, and sleeping-deal alerts when a deal goes quiet.
  • Tasks created, updated, and completed.
  • Quotes created and published, and form submissions (like a deal registration) with their accept, decline, and return decisions.
  • Files viewed or downloaded, and commission updates and payouts.
  • Announcements and portal visits.
A closed-won deal gets a celebration marker. The AI agent can also appear in the timeline as the author of an action. Switch to the Files tab to see just the file activity, or Tasks to see just the task list.

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Post an update and pull in the vendor

Use the comment box at the bottom of the workspace to leave an update. The conversation stays attached to the deal, so everyone in the loop sees the thread and can reply.
1

Start the message

Type your update in the composer. On a deal, quick-start chips prefill common asks - Check progress, Remove blockers, and Plan the follow-up - so reaching out for a status is one click.
2

Pull in a specific person

Select Mention someone (or type @) and pick from the list. It suggests both the partner contacts on this deal and the vendor’s team, so a partner can @-mention their rep or partner manager to pull them in - and get notified back the same way. Mentioned people are notified.
3

Attach a file if you need to

Use Add attachment to share a document with the message. It stays on the deal and shows up in the timeline and the Files tab, so materials live with the opportunity instead of in an inbox.
4

Add an emoji or ask AI

Add emoji for tone, or Ask AI to bring in the AI agent for help drafting or answering a question about the deal.
5

Choose who sees it

As a member of your team, use the visibility control on the composer to post to Everyone or keep it Internal. Everyone is the default and behaves as it always has: both sides see the comment and the partner is notified. Internal keeps the comment on the deal for your team only - the partner never sees it on any partner-facing surface, and it never triggers a partner notification.Internal comments are marked in the activity log, so anyone on your team can tell at a glance whether a note was shared with the partner. Partner contacts do not get this control; everything they post is visible to both sides.
This is what lets the deal thread hold the whole story. Deal strategy, pricing latitude, and risk notes stay internal on the same record as the partner conversation, instead of living in a side channel where the next person to pick up the deal will never find them.
6

Send

Select Send (or press Enter). An Everyone update posts to the timeline for both sides immediately, and you can edit it later.
This is how a partner reaches out for an update self-serve: leave a comment, @-mention the vendor, and the conversation lives on the deal - no separate email chain to chase.

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Track next steps with tasks

Turn talk into next steps without leaving the deal.
  • Open the Tasks tab to see every task on this deal, or select Add task to create one with an assignee and due date. You can also add a task straight from the comment box with Add task.
  • Tasks carry a status - to do, in progress, or done - and status changes show up in the timeline.
  • A partner can complete tasks assigned to them or that they created; the partner manager can edit any task. Marking a task done posts to the activity feed.
For the full task workflow, see Run tasks on a shared deal.

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Work the deal’s details

The left and right lanes are where you see and update the deal itself.
  • Edit what you’re allowed to. If the vendor marked any properties editable, an Edit button opens the deal’s fields for changes; everything else is read-only. Edits sync straight back to the CRM, so the vendor’s source of truth stays current.
  • See the account and contacts. The Account panel shows the company on the deal, and the Contacts panel lists the people on it. If contact creation is enabled, partners can add a new contact to the deal.
  • View quotes and line items. When enabled, the Quotes and Line items panels show what’s attached. With the right permissions, partners can create line items and build, publish, or process quotes on the deal.
  • Check commission. If a commission is set on the deal, the Commission panel breaks it down.

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Keep the right people in the loop

The Collaborators panel on the right is your access control for the deal. It splits into two tabs - your team and the partner company:
  • Add puts a specific person on the deal so they see it and get updates. Choose the team, then pick from suggestions or enter an email.
  • Remove ends someone’s access immediately. The partner manager is always included and can’t be removed.
  • A bell next to a collaborator means they’re subscribed to automatic updates about this deal - driven by the notification rules configured on the embed (new deal, deal updated, deal won, sleeping deal).
Partner contacts without visibility restrictions are automatically in the loop and can join the collaboration, so you only need to add people explicitly when access is otherwise restricted.

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Self-serve on your own deal

Put together, the deal room lets a partner run their opportunity end to end in one place:
  • Read the timeline to see exactly where the deal stands.
  • Update the fields they’re allowed to, and add tasks and files to keep it moving.
  • Reach out with a comment and an @-mention when they need the vendor - who’s notified and replies on the record.
  • Ask the AI agent, and use Deal Coaching on deals for AI guidance and recommended materials.
No email threads, no waiting on a status reply - the work and the conversation live on the same record, and everything syncs back to the CRM.

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Verify it worked

The deal opens in its collaboration view. A comment you post appears in the Activity feed for both sides, and anyone you @-mention is notified. A task you add shows in the Tasks tab and the timeline, an edit to an allowed field syncs to the CRM, and anyone you remove from Collaborators can no longer open the deal.

Run tasks on a shared deal

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

View a partner's pipeline

Find and open the deals you co-sell with a partner.

Set up a shared pipeline

Attribute deals and control the fields partners see and edit.

Collaborate from your CRM

Work the same shared deal from inside HubSpot or Salesforce.

Nudge partners at scale via the API

Post the same comments from your own systems or an agent.

Shared pipelines overview

How shared pipelines fit the co-selling program.

Implementation reference

Full configuration options for the pipeline embed.