ZINFI UPM GuideCo-Selling Management for Partner Portal Administrators

What Does It Do?

The Co-Sell Hub serves as a centralized repository for all Co-Sell opportunities created and managed by partners. It provides a consolidated view of deal status, sales stages, expected close dates, and deal values, enabling effective pipeline tracking and collaboration with vendors.

Accessing Co-Sell Hub

1. Click Sell from the top navigation menu.
2. From the left navigation panel, click Co-Sell > Co-Sell Hub.

View Co-Sell Hub

1. The View Co-Sell Hub page displays all Co-Sell opportunities submitted by partners.
2. The listing includes the following columns:

Column	Description
Co-Sell Hub ID	System-generated unique identifier for each Co-Sell opportunity.
Name	Name of the Co-Sell opportunity provided by the partner.
Status	Current workflow status of the Co-Sell record.
Sales Stage	Sales lifecycle stage of the opportunity.
Expected Close Date	Estimated deal closure date.
Amount	Total deal value.
Type	Indicates whether the record is a new Co-Sell or an existing deal.

The toolbar provides the following page-level actions:

• Export — Exports selected or all Co-Sell records.
• Delete — Deletes selected Co-Sell records.
• Create View — Creates a custom listing view.
• Search — Searches Co-Sell records using keywords.
• Filter — Applies basic or advanced filters.
• Saved Filters — Accesses saved filter configurations.

View a Co-Sell Opportunity

1. Click a Name from the listing page to open the detail view.
2. The View a Co-Sell page contains the following sections:

a. Co-Sell Information — Displays the primary details of the Co-Sell opportunity.

Field	Description
Name	Name of the Co-Sell opportunity provided by the partner.
Co-Sell Hub ID	System-generated unique identifier for the Co-Sell record.
Currency ISO Code	The currency in which the deal amount is calculated.
Amount	Total deal value for the Co-Sell opportunity.
Account Name	Customer account associated with the opportunity.
Contact Name	Primary contact linked to the Co-Sell deal.
Quarter	Fiscal quarter in which the opportunity is expected to close.
Sales Stage	Current stage of the opportunity in the sales lifecycle.
Expected Close Date	Estimated date on which the deal is expected to close.
Lead Source	Origin from which the Co-Sell opportunity was generated.
Type	Indicates whether the record is a new Co-Sell or an existing deal.
Status	Current approval or workflow status of the Co-Sell record.
Price Book	Price book applied to the opportunity for pricing calculations.
Accepted Date	Date on which the Co-Sell opportunity was approved.
Favorite	Indicates whether the opportunity is marked as a favorite.

b. Co-Sell With — Displays information about the partner associated with the opportunity.

Field	Description
Partner Name	Name of the partner submitting the co-sell opportunity.
Website	The partner's registered website.
Contact Number	Primary contact number of the partner.
License Status	Indicates whether the partner's license is active or inactive.

c. Co-Sell Line Items — Captures product-level details for the Co-Sell opportunity.

Column	Description
Product Name	Name of the product included in the co-sell deal.
Sales Price	Selling price of the product.
Quantity	Number of units included in the deal.
Net Total	Total value calculated based on price × quantity.

This section supports accurate deal valuation, forecasting, and pricing visibility.

d. Tasks — Action items created against this Co-Sell record. Click the Add button to create a new task linked to this opportunity.

e. Notes — Engagement notes and history captured against this Co-Sell record. Click Add to add a new note.

f. Documents — Supporting files attached to the Co-Sell record by partners or admins. Click Add to attach a document.

g. Approval History — Displays the approval workflow details for this Co-Sell opportunity.

Column	Description
Step	Approval level or stage in the co-sell approval workflow.
Submitter	User who submitted the co-sell opportunity for approval.
Approver	Designated approver assigned to review the co-sell opportunity.
Actual Approver	User who actually performed the approval or rejection action.
Status	Current approval status at this step.
Comments	Remarks or justification provided during the approval action.
Action Taken Date	Date on which the approval or rejection was performed.
Action	Click Accept to approve, or Reject to reject the opportunity and provide comments.

Access Tasks

1. Click Sell on the top menu.
2. Click Tasks from the left menu bar under Co-Sell.

View Tasks

The toolbar provides the following actions:

• Add — Opens a new page to create a task.
• Delete — Deletes selected task(s) from the View Tasks list.
• Saved Filters — Displays a list of saved searches.

• Clicking a Task Name in the grid navigates to the Task Details page.
• Clicking the pen icon opens the task in Edit mode.

View a Task

1. Page-Level Actions

• Edit — Opens the task in Edit mode to modify task details.
• Delete — Deletes the task record after confirmation.
• Send Invitation Email — Sends an email invitation related to the task to the assigned user.

2. Task Information

Field	Description
Task Name	Name of the task.
Status	Current status of the task (e.g., In Progress, Not Started, Completed).
Start Date	Date and time when the task starts.
Due Date	Date and time by which the task must be completed.
Associated Record	Select Co-Sell Hub and choose the relevant co-sell record to link this task.
Priority	Task priority level (e.g., High, Medium, Low).
Assigned User	User assigned to complete the task.

3. Additional Information

• Description — Free-text description of the task and its objectives.

4. Tasks Assignment History

The Tasks Assignment History section tracks changes to task ownership over time.

Column	Description
Action	Action performed on the task assignment (e.g., withdraw).
Assignment Type	Type of assignment, e.g., User or Group.
Assigned By	User who made the assignment.
Assigned To	User to whom the task was assigned.
Date Entered	Date and time when the assignment was recorded.

5. Invitation Sent History

• Displays the history of invitation emails sent for this task.
• If no invitations have been sent, the section displays No Data Found.

Access Notes

1. Click Sell on the top menu.
2. Click Notes from the left menu bar under Co-Sell.

View Notes

The toolbar provides the following actions:

• Add — Opens a new page to create a note.
• Delete — Deletes selected note(s).
• Saved Filters — Displays saved filters with Edit and Delete options.

• Clicking a Note Name opens the Note Details page.
• Clicking the pen icon opens the note in Edit mode.
• Clicking the Associated Record link navigates to the related Co-Sell record.

View a Note

Note Information fields:

Field	Description	Required
Note Name	Subject or title of the note.	Yes
File(s)	Optional file attachments for the note (drag & drop or upload).	No
Associated Record	Select Co-Sell Hub and the relevant record to link this note.	No
Contents	Free-text body of the note (up to 4000 characters).	No

Click Save to create the note, or Cancel to exit without saving.

Access Documents

1. Click Sell on the top menu.
2. Click Documents from the left menu bar under Co-Sell.

View Documents

The toolbar provides the following actions:

• Add — Opens a new page to add a document.
• Delete — Deletes selected document(s).
• Saved Filters — Displays saved searches with Edit and Delete options.

• Clicking a Document Name opens the Document Details page.
• Clicking the pen icon opens the document in Edit mode.

View a Document

The View a Document page displays detailed information about a document associated with a specific Co-Sell opportunity.

Page-Level Actions

• Edit — Opens the document in Edit mode to update its details or replace the uploaded file.
• Delete — Deletes the document record after confirmation.

Co-Sell Hub Document Information

Field	Description
Name	Name of the document.
Document Type	Category of the document, such as Datasheet, SOW, or Proposal.
File Upload	The uploaded document file. Click to download or view.
Description	Brief explanation or context for the document.
Co-Sell Hub ID	Unique identifier of the Co-Sell opportunity to which this document is attached.