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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.

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What you’ll build

A clear read on shared pipeline, org-wide and per partner.

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Before you start

1

Confirm setup

Deal attribution should be configured so pipeline is available.

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Watch it

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Steps

1

Open the deal overview

Go to Deals to see attributed pipeline across the program.
Open the deal overview
2

Scope to a partner

Open a partner’s record and view their deals to read pipeline for that partner alone.
Open Amazon to read pipeline for that partner alone.
3

Set the columns and filters

Use a view to choose the columns and filters that match how your team reads pipeline.

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Verify it worked

The deal overview shows attributed pipeline, and a partner’s record shows their deals scoped to them.

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.