Co-sell statuses in Tackle show you the current state of each co-sell opportunity. You can view them and track them in Tackle or through the Tackle for Salesforce integration. Use the filter to find the ones you need for your business.
ACE syncs opportunity status information hourly, at the top of the hour.
Track co-sell statuses
View co-sell status in Tackle
In Tackle, go to the left menu and click Co-sell to see a list of opportunities with their statuses.
Use the dropdown field at the top to filter by status.
View co-sell status in Salesforce
By default, Tackle statuses are visible in the Salesforce integration.
Tip: Your Salesforce admin can configure the Salesforce cloud stages and statuses to display marketplace statuses instead
Statuses are visible in Salesforce under Tackle co-sell in the Co-Sell Status column.
View co-sell status on opportunity in Salesforce
You can also see the statuses in Salesforce when viewing a co-sell opportunity.
Note: Cloud stages in Salesforce are shown in the blue path settings bar. They are informed by the Tackle Co-sell status.
Co-sell statuses defined
This table shows the Tackle co-sell status names and how they relate to similar statuses used by the cloud marketplaces.
Tackle Co-Sell status | Definition | AWS | Microsoft |
Draft | Co-sell opportunity was created in Tackle, but is not finished. (This status is only visible in the Tackle platform; you cannot create a draft opportunity directly in Salesforce.) | NA | NA |
Internal review | Submitted from Salesforce for internal review. | NA | NA |
Cloud review | Waiting for cloud partner review. | In Review, Submitted | Received |
Action required | You may need to correct a submission error, accept / decline an inbound opportunity or respond to an email with clarification questions from the cloud partner. If you do not respond, the opportunity may be declined. | Validation error, Action required, Accept to view | Validation error |
Expired | Co-sell request has expired. For AWS, this applies to inbound co-sell opportunities that have passed the 5-day time limit to accept. | NA | Expired |
Accepted | A request to co-sell has been accepted by you (inbound) or the cloud partner (outbound). | Approved | Accepted |
Declined | A request to co-sell has been declined by you (inbound) or the cloud partner (outbound). | Rejected | Declined |
Closed won | This co-sell opportunity has been closed as won. | Launched | Won |
Closed lost | This co-sell opportunity has been closed as lost. | Closed lost | Lost |
Note
Deprecated statuses Pending Review (now Cloud Review), and Accept or Decline (now Action Required) are being phased out. Additionally, opportunities awaiting internal approval no longer use a status of Draft, but Internal review.
Filter co-sell opportunities
Find the co-sell opportunity you are looking for by sorting or using the filter, search and sort in combination.
In Tackle, click Co-sell in the left menu to see a list of existing co-sell opportunities. For each opportunity you will see the buyer's company name with related details.
Origination (Source): Outbound opportunities come from you, inbound opportunities come from the cloud partner
Value: Expected monthly revenue of the opportunity
CRM ID: Corresponds to your CRM tool (like, Salesforce) and can be used to find the co-sell record
Cloud ID: The Cloud Partner's identifier for this co-sell opportunity. For example, the Opportunity ID in ACE for AWS.
Closing: The target close date for the opportunity
Statuses:
Draft: Co-sell opportunity is created (either in Tackle, or in Salesforce and submitted for approval in Tackle)
Pending review: Co-sell opportunity is waiting for cloud partner review
Action required: Check your email to respond to clarification questions from the cloud partner otherwise, the opportunity may be declined
Validation error: You need to fix an error the co-sell opportunity. Open the opportunity to see the error.
Accept or decline: Inbound opportunity waiting for you to accept or decline
Accepted: A request to co-sell has been accepted by you (inbound) or the cloud partner (outbound)
Declined: A request to co-sell has been declined by you (inbound) or the cloud partner (outbound)
Closed - Won: Co-sell opportunity has been closed as won
Closed - Lost: Opportunity has been closed as lost
Select the column headers to sort alphabetically or numerically by column content.
At the top of the page, use the Metadata search to enter keywords from any of the co-sell opportunity fields, or use the filters to show only opportunities with a particular origination, or status. Select Reset filters to remove the filter but maintain the search.