Manage Shared Partner Deals in Hubspot

Managing shared partner deals in Hubspot is essential for agencies and solution partners who collaborate with other partners on co-selling opportunities. This guide explains how shared deals work, how to manage visibility and permissions, and how to use the shared partner deals dashboard to track performance.

What are shared partner deals in Hubspot?

Shared partner deals are deals in a Hubspot account that are visible to multiple partners for co-selling or collaboration. They allow you to work alongside another partner on the same opportunity while keeping ownership clear and reporting accurate.

When deals are shared between partner accounts, each partner can see the shared records and, depending on permissions, may edit details, update stages, and report on results. This structure helps partners coordinate without losing track of which deals belong to whom.

Accessing shared partner deals in Hubspot

To work efficiently, you first need to know where to find these records in Hubspot. The platform provides dedicated areas so partners can quickly identify which deals are shared and which are owned only by their portal.

Steps to view shared partner deals in Hubspot

1. Log in to your Hubspot account with a user that has partner or sales permissions.
2. Navigate to Sales > Deals from the main navigation.
3. Use the available views or filters to surface shared partner deals, often identified by specific properties or labels configured by the partner program.
4. Select a deal to open its record and review associated companies, contacts, and partner participation.

Depending on your partner tier and program configuration, you may also see additional partner-specific views or reports designed for shared opportunities.

Hubspot shared partner deal visibility and permissions

In Hubspot, visibility and edit rights for shared partner deals are controlled by a combination of partner program rules, deal properties, and user permissions. Understanding these rules ensures your team collaborates effectively without overstepping access boundaries.

Key visibility rules for shared deals

• Deals are shared between partner portals under the terms defined by the Hubspot partner program.
• Both partners can typically see core deal information, including amount, stage, pipeline, and associated records.
• Some internal-only fields in your portal may not be visible to the other partner, depending on configuration.

Editing rights within Hubspot shared deals

• Your users can usually edit standard deal fields and update stages according to your internal permissions.
• Certain program-related properties may be read-only if controlled by Hubspot or the primary owning portal.
• Notes, tasks, and activities you log are typically visible to the other partner, so align on communication standards.

Always review your partner program documentation and your internal permission settings to confirm what your team can see and change inside shared deal records.

How to edit shared partner deals in Hubspot

Once you have access, you may need to update shared partner deals in Hubspot as opportunities move through the pipeline. Standard CRM actions still apply, but you should respect shared ownership and program rules.

Editing a shared partner deal

1. Open the shared deal record from your Hubspot deals dashboard.
2. Review the current Deal owner, Amount, Pipeline, and Deal stage.
3. Click into fields you have permission to edit, such as stage, close date, or custom partner properties.
4. Log new activities like calls, emails, and notes to document progress for both partners.
5. Save your changes and confirm that any automation or workflows tied to these updates run as expected.

Collaborating partners should agree on who leads updates to critical fields like deal stage and amount so that the shared pipeline remains accurate.

Claiming and unsharing partner deals in Hubspot

Some partner programs and shared scenarios allow you to claim ownership or remove sharing from specific deals in Hubspot. This is typically governed by clear criteria, such as who sourced the deal or who leads the sales process.

Claiming a shared partner deal

When permitted by your program, claiming a shared deal can assign primary ownership to your portal while preserving shared context. A typical workflow in Hubspot looks like this:

1. Navigate to the relevant shared partner deal.
2. Locate any partner program field or action button related to claiming the deal.
3. Follow the on-screen prompt to confirm your claim, if shown.
4. Verify that ownership fields and partner properties reflect the updated status.

Because claiming rules can differ, always consult the official partner documentation or your Hubspot channel account manager for the exact conditions that apply to your agreement.

Unsharing a partner deal

In some cases, a shared collaboration may end, and you may need to stop sharing a deal in Hubspot. If your program allows it, the general approach is:

1. Open the shared partner deal record.
2. Locate the partner sharing property or control linked to the other portal.
3. Update or remove the shared relationship according to the field’s instructions.
4. Confirm that the other partner no longer has shared access to the deal.

Always align with the other partner before unsharing deals to avoid miscommunication and to honor any program or contractual expectations.

Reporting on shared partner deals in Hubspot

To measure co-selling success, you can build targeted reports on shared partner deals in Hubspot. These reports help you understand revenue impact, deal velocity, and partner performance.

Building shared deal reports

1. Go to Reports > Reports in Hubspot.
2. Create a new custom report based on Deals.
3. Filter using shared partner properties, pipelines, or partner labels that identify shared deals.
4. Add key metrics such as total revenue, number of deals, win rate, and average deal size.
5. Segment by partner, pipeline, or region to gain better insights into co-selling performance.

Use dashboards to group multiple shared partner deal reports and share them with your revenue and partner teams for regular review.

Best practices for managing Hubspot shared partner deals

Effective handling of shared partner deals in Hubspot requires both technical setup and strong collaboration habits between partners.

Operational best practices

• Standardize fields: Align on which deal properties matter most, such as deal type, lead source, and partner role.
• Define ownership: Agree in advance which partner leads updates for stages, forecasts, and amounts.
• Document activities: Log all important interactions so both partners can see current context.
• Review regularly: Hold recurring account reviews to check the shared pipeline and resolve discrepancies.

Compliance and program alignment

• Follow the official rules from the Hubspot partner program to remain eligible for benefits and commissions.
• Ensure internal access controls align with any confidentiality or data-sharing agreements.
• Keep training materials updated so new team members understand how to work with shared deals.

Official Hubspot resources for shared partner deals

For exact, up-to-date details on managing shared partner deals in Hubspot, always refer to the official product documentation:

• Hubspot: Manage shared partner deals documentation

You can also work with experienced consultants to optimize your partner operations, automation, and reporting setup. For example, Consultevo provides strategy and implementation services that can be adapted to complex partner selling models.

By combining the official Hubspot tools with strong partner processes, you can maintain clear ownership, accurate reporting, and a reliable shared pipeline that supports long-term co-selling success.