Shared Pipeline

A reseller who owns the sale needs more than a read-only deal - they need to run it. Shared pipeline gives resellers a CRM-drawn view of every deal they own and turns each one into a workspace where they update the fields you allow, manage line items, and build quotes, while you keep full control and your team keeps its CRM seats.

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The problem it solves

Resellers stall when they can see a deal but cannot work it:

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Impact

A reseller who owns the sale needs to run it, not watch it. Handing them the fields, the line items and the quote on your own record is what makes you easier to sell than the alternative.

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See it work

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How it works

Shared pipeline is the reseller-applied version of co-selling’s shared pipelines: the same CRM-drawn pipeline and record collaboration, scoped to the deals a reseller owns. After a reseller registers a deal and it lands attributed in your CRM, it appears in their pipeline view in the portal. Your team sees the same opportunities org-wide or per partner inside Introw, and because the records are CRM-drawn the two views never diverge. Each deal in that pipeline is a workspace, not just a row. You decide which properties the reseller can see and which they can edit, and your changes write back to the CRM under your rules. For deals, the embed adds commercial controls: resellers can manage line items and, where supported, create and publish quotes, so a reseller can run the full commercial side of their own opportunity. None of it requires a CRM seat for the partner. You stay in control of scope. Attribution decides which deals belong to the reseller. Visible properties decide what they see, and editable properties what they can change. Line item and quote settings decide how far their commercial control extends. Anything you do not explicitly open stays read-only. Put registered deals on a shared pipeline, expose the fields a reseller owns as visible and editable, and optionally enable line items and quotes. The reseller runs their deal on your CRM record: viewing pipeline, updating fields, assembling line items, quoting their customer. Your team stops being a data-entry relay. And the data stays clean, because every change writes back to the CRM under your rules.

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Run it from your AI assistant

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Going deeper

Works with