🔗 HubSpot KB Bridge: Create shared partner deals
💡 Core Capability
Register your partner leads in HubSpot using the shared deal card on a contact, company or deal record. When you create a shared deal, the deal is automatically registered in HubSpot’s CRM and assigned to a HubSpot sales representative.
🛠️ Key Operations & Headings Outline
- Summary
- Understand requirements
- How to create a shared deal
- How to register an existing deal as a shared deal
- Related content
📋 Subscription Availability
- Partner Account
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot