Skip to main content
Open in Introw: Deals

​
How it works

A shared pipeline is the same set of CRM deals shown to both your team and your partners, scoped by attribution. Attribution links each deal to the partner who should see it. Once deals are attributed, you add a pipeline view to a partner experience so partners see their deals in the portal, and your team reads the same deals from the deal overview, either org-wide or filtered to a single partner. Each deal - and any other attributed CRM object - can also be opened as a collaboration surface, with a shared Activity feed for comments, a Files area, Tasks, and a set of properties you decide to show. Your team opens it from an overview page, a partner record, or the CRM embed; partners open it from the portal. You control scope in a few places: attribution decides which deals belong to which partner, the pipeline view’s filters decide which of those deals appear, collaborators decide which partner contacts are in the loop on a record, and property visibility decides which fields partners can see and which they can edit.

​
Prerequisites

  • A connected CRM with deal attribution configured.
  • Access to partner experiences to add a pipeline view and configure the CRM embed.
  • Access to the deal overview to read pipeline in Introw.
  • For collaborating from your CRM, the Introw embed installed in HubSpot or Salesforce.

​
Settings & configuration

Attribution is configured in CRM setup; the pipeline view and embed are configured in a partner experience; and your team reads pipeline from Deals.

​
Deal attribution

Attribution links deals to partners so they can appear in a shared pipeline. It is set up on your CRM connection in Settings, then Integrations, where you define how deals relate to partners. Until deals are attributed, there is nothing to share.

​
The pipeline view in the partner portal

In a partner experience, add a pipeline view (a CRM list of deals) and configure it: pick the pipeline and record type, choose the properties partners see, and set the filters that scope which deals appear. The view can be shown as a board by stage or as a table, and you can save more than one view.

​
Reading pipeline in Introw

Your team reads pipeline from the deal overview, which can be viewed org-wide or scoped to a single partner from that partner’s record. Saved views let you set the columns and filters your team needs.

​
Collaborating on a record

Share opens an object up for partner collaboration and takes you to its collaboration view. Collaborators are the partner contacts in the loop on a record; add or remove them to control who can see and act on the object. The Activity feed carries comments, Files holds shared attachments, and Tasks tracks next steps.

​
Visible and editable properties

Property visibility is set on the CRM embed configuration for the object - and on the pipeline view for deals. Choose which properties partners can see and which they can edit, so partners get the context they need without exposing internal fields. Related items like contacts and line items can be shown or hidden the same way, with line items and quotes depending on your plan.

​
Collaborating from the CRM

With the Introw embed installed in HubSpot or Salesforce, your reps open the same collaboration view from inside the CRM record, so they never leave the tool they work in.

​
Setup walkthrough

1

Attribute deals to partners

In Settings, then Integrations, configure deal attribution so deals link to partners.
2

Add a pipeline view to an experience

In a partner experience, add a pipeline view and pick the pipeline and properties.
3

Scope what partners see and edit

Set filters on the view, and choose the visible and editable properties partners get.
4

Share records and set collaborators

Use Share to open key records for collaboration and add the right partner contacts.
5

Read pipeline and collaborate

Use Deals org-wide or per partner, and work each record from Introw, the portal, or the CRM embed.

​
How-to guides

Collaborate on a shared deal

Open a CRM record for partner collaboration, set the right collaborators, and keep the deal conversation on the record with comments and files.

Configure deal attribution

Link every deal to the partner who sourced or influenced it, so partners see the right deals in a shared pipeline and partner-attached revenue, reporting, and commissions are trustworthy.

Set up a shared pipeline

Attribute deals to partners, add a scoped pipeline view to a partner experience, and control which deals and properties partners can see and edit - end to end.

Fix deals not showing in the partner portal

Understand the ‘No portal yet’ and ‘No deal embed yet’ messages on a deal and take the right action so partners can see and collaborate on it.

View partner pipeline

Read pipeline org-wide or per partner from Introw.

​
Limits & gotchas

Pipeline views and the deal overview stay hidden until deal attribution is configured, since there is nothing to show without it. A pipeline view shows only deals attributed to the partner and matching its filters. Only objects attributed to a partner can be collaborated on. Property and related-item options depend on your plan and CRM; some quote and line-item controls are available on HubSpot with the relevant plan module. Removing a collaborator immediately ends their access.

​
Troubleshooting

  • Partners see no pipeline - deals are not attributed yet, or the view’s filters exclude them.
  • A partner cannot see a shared record - they are not a collaborator, or the record is not attributed to their partner.
  • A field is missing for partners - it is not set to visible on the object’s embed or pipeline view configuration.
  • A deal shows for the wrong partner - its attribution points to that partner; correct the attribution on the record.
  • A rep cannot collaborate from the CRM - the Introw embed is not installed in that CRM.