Logo - Full (Color)

Shared Selling Tools: Deal Registration and Shared Deals

A brand new, custom-built tool that removes friction in the selling process. Learn the details on what it is, how to use it, and how it will improve your processes.
IMGL0951-Edit-3

What does it mean to register a deal?

Deal registration is used to highlight qualified software opportunities to HubSpot. What makes our tools different, is that registering a deal creates a shared deal that syncs between your portal and HubSpot’s. A shared deal is the deal record that's created in both the partner's and HubSpot's CRM when a deal is registered. You can register a shared deal in one of three ways: through a banner on the partner dashboard, on a contact or company record, or by converting an existing deal in your CRM. And you’ll now gain greater insights into prospect activity with new notifications triggered by CRM sign ups on HubSpot.com. We’ll continue to release additional actions that trigger these notifications to help you win deals.

Take our new Academy lesson to learn more about these tools!

Take Lesson

Why Deal Registration?

Clearer Path Forward

Deal registration gives you a path forward on deals, even if you’re not the domain owner. If you attempt to register a lead that’s already been claimed, a shared deal with the HubSpot lead owner will be automatically created in your CRM.

More Details on Deals

Shared deals centralize all the essential deal details into one place in your CRM, including who you’re leading the collaborative deal with, the deal quote, and all communications, as well as your tier credit and commissions eligibility for the deal.

Process Transparency

When your deal team is aligned, your prospect can feel it. Shared deals sync between CRMs to give you the latest insights into the deal status and prospect activity with access to enable notifications on HubSpot CRM sign ups to help you create one unified sales experience. 

Learn More About Deal Registration and Shared Selling

Watch this 8-minute demo to understand how deal registration works. During the demo you'll see the end-to-end process of how to use the shared selling tools.

Additional Resources

Frequently Asked Questions

Questions?

Contact your HubSpot sales contact to discuss lead registration and get your questions answered.