Working on For Cold Call deals
All deals associated to contacts that were sent the partnership email campaign will ultimately end...
What happens when a contact gets enrolled in the Partnership Program
When you've successfully enrolled a contact into the Partnership Program, that contact's Marketing...
How to make a phone call to a potential partner via HubSpot
NOTE: If calling via HubSpot, you need to enable HubSpot calling. Click here for the guide.
Enabling the calling feature on HubSpot
NOTE: You need to have a Sales or Service Hub seat first. If you need to activate calling feature...
When to make a phone call to a potential partner
NOTE: For scheduled calls via Google Meet, look under the "Appointment Scheduled" column.
How to enroll a contact into the partners email campaign
Option 1 Check the Job Title of the contact you want to enroll If the contact's job title is any of...
Process Overview - Partners
STEP 1 - Prep Enroll contacts to the workflow by making sure their "Our Contact Job Title" is set...
Setting a contact's Partner Status
Whenever a contact becomes a partner, we need to update their Partner Status before we move the...