For partner managers who need to read partner pipeline the way they read direct pipeline.To manage partner-attached revenue you have to see it. Reading pipeline from Introw, either across the whole program or for one partner, gives partner managers the same visibility into partner deals that the sales team has into direct deals.
What you’ll build
A clear read on shared pipeline, org-wide and per partner.Before you start
Watch it
- Video
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Steps
Open the deal overview
Go to Deals to see attributed pipeline across the
program.
Scope to a partner
Open a partner’s record and view their deals to read pipeline for that partner alone.
Verify it worked
The deal overview shows attributed pipeline, and a partner’s record shows their deals scoped to them.Related
Set up a shared pipeline
Attribute deals and share the same pipeline with partners.
Collaborate on a shared deal
Work a specific deal with the partner.
Implementation reference
Full configuration options.