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Collaboration and Pipeline
Collaboration and Pipeline
How to collaborate with partners and use Pipeline to leverage the best opportunities
By Delphine and 2 others
3 authors
13 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
