Reveal's Pipeline feature is how you can manage accounts that you are collaborating on with partners.

Instead of using shared spreadsheets to track deals where partners are involved, Pipeline makes this easier by linking to your Account Mapping and your CRM.

Watch this quick video 5 min tour to see how it works:

Note: Your Pipeline is only visible to you
To enable sharing with a partner, click the [Share] button when you're on a partner-specific Pipeline view (as shown in the video).

Next: Add Accounts to your Pipeline

Still have questions about Pipeline?

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