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 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.