Creating Your Partners Pipeline Manually.

SD
Written by Shanna Doherty
Updated 2 years ago

To create the partners pipeline manually in your CRM, you will need to create a pipeline there. For more information on creating a pipeline in Hubspot, please visit their knowledge base

In order to sync with tiered correctly, you will need to create a pipeline named "Partner Recruitment Pipeline" with the following stages:

1 -> Appointment scheduled
2 -> Qualified to buy
3 -> Presentation scheduled
4 -> Decision Maker Bought-In
5 -> Contract sent
6 -> Closed won
7 -> Closed lost

Once this has created, return to the Tiered Platform to sync. 

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