Why should Solutions Partners leverage the “Share Note” button within a shared deal?

Q: Why should Solutions Partners leverage the “Share Note” button within a shared deal?

  • Collaborate with other users from their team in the deal
  • Collaborate with HubSpot in the deal
  • Submit the domain for registration
  • Export their sales opportunity into a .CSV
Explanation: Within the context of a shared transaction, the "Share Note" option allows Solutions Partners to engage with other users who are part of their team with regard to the deal. It is a communication tool that makes it easier for team members to work together and share vital information or updates connected to the transaction.

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