Use Partner Services

Partner Services is a HubSpot CRM object for HubSpot Solutions Partners and HubSpot employees manage their onboarding services, improve operational efficiency, and drive product activation.

Review your Partner Services

To review your Partner Services:

• In your HubSpot account, navigate to CRM > Partner Services.
• In the table, review your partner service records. 

Partner Services default properties

To review your Partner Services properties:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Properties. 
• Click the Select an object dropdown menu and select Partner Services.

Learn how to create and edit a custom Partner Services property. 

Use Partner Services

The Partner Services object is like other HubSpot CRM objects such as contacts and companies. With this object, you can:

• Edit the Partner Services record
• Associate it to other object records like companies
• View and filter records for segmentation purposes. For example, create a view or a list that shows the service type provided with each client and the days remaining for that service. Learn how to view and filter records and create lists. 
• Create custom object properties
• Use Partner Services properties in workflows. For example, you can create a workflow to enroll records on their service end date to trigger a automated marketing email to let them know that the service has ended. 
• Create custom reports. For example, create a report showing the number of services set to expire in the next 90 days. Learn how to create custom single object reports and how to use the custom report builder.