What's in Partner Co-Selling Management
Introduction
The Co-Sell Hub enables vendors and partners to collaboratively manage joint sales opportunities, track deals, and share information to close sales.
View Co-Sell Hub
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View a Co-Sell
Administrators and partners view co-sell details, including status, tasks, and approval history, to effectively manage joint selling engagements.
Add/Edit a Co-Sell
Administrators manage co-sell opportunities, tracking joint selling engagements between vendors and partners, ensuring all details are accurately captured for progress monitoring.
View Tasks
Partners and administrators use the Co-Sell module to view, add, delete, and filter shared tasks, ensuring alignment on joint activities for co-sell opportunities.
View a Task
Administrators and partners view co-sell task details, progress, and assignment history within the platform to efficiently manage sales activities and partner engagements.
Add/Edit a Task
Administrators and partners use this feature to create, edit, and monitor co-sell tasks, ensuring all activities are tracked and completed efficiently.
View Notes
Administrators and partners use this feature to centralize and view co-selling activity notes, ensuring all relevant information is easily accessible for collaboration.
View a Note
Administrators use the Notes feature to view detailed contextual information, including content, associated files, and linked records, for efficient record-keeping and collaboration.
Add/Edit a Note
Administrators and partners use this feature to add, edit, and associate notes with records, centralizing important details and communications for deals and partners within the platform.