Reveal Help Center
Go to Reveal
English
Go to Reveal
English
All Collections
Collaboration and Pipeline
Collaboration and Pipeline

How to collaborate with partners and use Pipeline to leverage the best opportunities

Delphine Le Person avatarMauricio Baltazar avatarSally van der Linden avatar
By Delphine and 2 others3 authors13 articles
Partnership Owner

Pipeline


What is Pipeline?
Add Accounts to your Pipeline
Navigating your Pipeline
Sourced/ Influenced Opportunities in Pipeline
Email Notifications for Pipeline
What is Opportunity Management on Reveal?
Track partner-sourced & partner-influenced deals from Salesforce in Reveal’s Pipeline

Working with Partners


Refer Accounts to Partners
Leverage your partners for intros to accounts
Get Intro management per partner
Get Intro from 360° Goals

Create missing accounts in your CRM


Create missing accounts in your CRM
Reveal Help Center
  • Use cases
  • Book a call
IntercomWe run on Intercom