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Partner data within your Salesforce records

The Reveal Partner Widget

Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

With the Reveal Salesforce App, you get access to the Reveal Partner widget. This gives your sales team easy insight on who to leverage in their deals.

Where can I add partner information in my CRM?

The Partner widget can appear on your Account, Opportunity, Contacts or Lead records.

What information can I see?

Within these records, you can see:

  • which Partners have listed that company as a Customer or Prospect

  • which Partners have an open opportunity with the Account

  • who is the Account Owner in your partner's team

  • whether they have any known Contacts

🚧 This is a premium feature.
To access the App, get in touch with our team using the button below.

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