What you’ll achieve
Your team sees every partner on a deal in the deal list, on the board and in the deal dialog, switches between their conversations without closing the deal, and sends one update to several partners at once. Each partner gets its own copy of that update, which never names the other partners it went to. If you choose, partners on the same deal can also see each other and message each other, with your team always included.Before you start
1
The deal is attributed to more than one partner
A deal shows several partners when several partner links point at it, typically through more than one attribution, such as Reseller and Referral. Set those up in Configure deal attribution. The name you give each attribution is the role your team reads on the deal.
2
Each partner has a portal
A partner without a portal still shows on the deal, but has nowhere to read a comment, so it cannot receive one.
3
Edit access to the experience (partner-to-partner only)
Your own team needs no setup. To let partners see or message each other, you need edit access to the experiences the partners on the deal use.
Steps
Spot deals with several partners
1
Open your deals
Go to Deals overview. Every deal lists all of its partners, so a multi-partner deal never reads as single-partner.
2
Read the partners in the table
The Partner column shows the deal’s first partner, followed by +N for the others. Hover +N to see the other partners and their roles. The first partner follows the order of the attributions in your CRM integration, so the list, the board, the commission and the dialog all agree on it.
3
Read the partners on the board
On the board, each card shows one line per attribution: the role on the left, as you named it in attribution (for example Reseller or Distributor), and the partner on the right. A partner holding two roles on the deal gets a line for each.
4
Filter to one partner when you work their deals
Filter the overview to one partner and that partner leads every row. Opening a deal from the filtered list opens it on that partner’s conversation.
Work each partner’s side of the deal
1
Open the deal
Click the deal. It opens on one partner at a time: the first partner, or the partner you filtered to. The header shows that partner’s name, and the conversation, the Tasks and the comment box all belong to that partner.
2
See everyone in Collaborators
The Collaborators panel lists your own team, then one card per partner on the deal, in the same order as the list. Each partner card shows its roles and its people. A partner without a portal reads No portal yet.
3
Switch to another partner's conversation
Expand another partner’s card and select Open conversation. The dialog stays open and switches its conversation, tasks and collaborators to that partner. People on another partner’s card are read-only from here: add or remove them in that partner’s own conversation.
4
Check each partner's commission
The Commission panel shows one block per partner, named after the partner. A partner whose links all have commission turned off gets no block. Each partner only ever sees its own commission.
Send one update to several partners
1
Pick who the comment goes to
Next to Send, the audience picker starts on the conversation you are in, for example To Northwind, so a note meant for one partner never reaches the others by accident. Open it to tick more partners, or use Select all. Your own team is always included and shows as
<your company> (Internal).2
Read the label before you send
The picker sums up the audience: To everyone for every partner on the deal, To 2 of 3 partners for a selection, or Internal when you untick every partner. An internal comment stays with your team and never goes to a partner.
3
Mention people on any picked partner
Type
@ and the list offers your teammates and the people of the partners the comment goes to. Each partner’s copy keeps the mentions of its own people as real mentions, so they are notified. In the other partners’ copies, the name shows as plain text, so nobody is subscribed to a partner they do not belong to. A mention of someone whose partner is not in the audience is dropped.4
Send
Select Send. Each picked partner gets its own copy in its own portal, which never names the other recipients. Each person is emailed once, and your internal Slack or Teams channel gets one post, not one per partner. Editing or deleting the comment changes every copy.
Let partners see and message each other
By default, partners on the same deal never see each other: each partner sees only your team and its own people, exactly as on a single-partner deal. Two settings on the deal embed change that, and both are set per experience. For a reseller and a distributor to see and message each other, turn on both settings in the reseller’s experience and in the distributor’s.1
Open the deal embed's configuration
Go to partner experiences, open the experience, go to the tab with the deals list, and open its configuration. On the Configuration tab, scroll to Multi-partner deals (the heading uses the name of the list’s object, so it can read Multi-partner opportunities). The section only appears on an embed whose object type has partner attribution.
2
Turn on Show other collaborating partners
Tick Show other collaborating partners. Partners then see the other partners on the same deal, and their collaborators, in Collaborators: name, logo and people, never their roles, their portal or their commission.
3
Turn on Allow cross-partner communication if you want it
Tick Allow cross-partner communication to let partners send one comment to other partners on the deal. Your team is always included. It needs Show other collaborating partners: it stays greyed out while that is off, and turning that off clears it.
This setting governs the partners who send, not the ones who receive. If only the reseller’s experience has it on, the reseller can write to the distributor, but the distributor cannot write back.
4
Save, publish, and repeat for every experience on the deal
Save the configuration and publish the experience. If the partners on the deal use different experiences, for example one for resellers and one for distributors, repeat both settings in each one.
- Show other collaborating partners must be on in every partner’s experience. If one partner has it off, or has no portal or no deal embed, no partner on the deal sees the others.
- Allow cross-partner communication must be on in the experience of every partner who should be able to write. Turn it on in all of them for a two-way conversation.
What partners see
- Both settings off (the default). Nothing changes for partners: they see your team and their own people, and their comments go to your team and their own side.
- Show other collaborating partners on. In Collaborators, a partner sees a card for each other partner on the deal, with that partner’s people. Their own card reads You and yours reads Vendor. They never see another partner’s roles or commission. The settings footer says it plainly: “Partners will never see commissions of other partners.”
- Allow cross-partner communication on in the partner’s own experience. The partner’s composer gets the same audience picker. Your team and the partner’s own team are always ticked and cannot be unticked, and the other partners are opt-in. The label reads
To <your company>for your team only, To 2 of 3 partners, or To everyone. The partner can @-mention the people of the partners its comment goes to.
Verify it worked
- In Deals overview, a deal with three partners shows +2 in the Partner column and three role lines on its board card.
- In the deal dialog, Collaborators lists every partner, and Open conversation switches the conversation and tasks.
- A comment sent To everyone appears in each partner’s portal, and each person gets one email.
- With both settings on in every partner’s experience, preview each partner’s portal in turn: the deal’s Collaborators shows the other partners, and the audience picker lists them. A partner whose picker lists no other partners has Allow cross-partner communication off in its own experience.
Limits and what to know
- Your team is never limited by the embed settings. You always see every partner, can send one comment to several of them, and can mention their people. The settings only govern what partners see of each other.
- Restricted users see only their partners. A teammate limited to certain partners only sees those partners on the deal, and cannot open a deal whose partners are all outside their access.
- Partners never see roles or commission of other partners, whatever you turn on.
- A partner without a portal cannot receive a comment. It still shows on the deal, but is not offered in the audience picker.
- Single-partner deals work as before. Nothing in this guide changes a deal with one partner.
- No plan add-on. Multi-partner deals work for every organization with partner attribution.
Related
Collaborate on a shared deal
The deal dialog, its timeline, comments, tasks and fields.
Configure deal attribution
Add one attribution per partner role, so a deal can credit several partners.
Collaborate from HubSpot
The same partners and conversations from the HubSpot card.
Implementation reference
How multi-partner deals behave, in one place.