Keeping your co-sell practice up to date and in order increases the likelihood that cloud partners will see you as having good potential for inbound opportunities.
Preview
This feature is currently in private preview. For more information, contact [email protected].
In Tackle, select Co-sell in the left menu and click an opportunity that you are ready to close.
Select how you'd like to close the opportunity:
Click Won to close the opportunity as won. This opens a pop-up where you can invite the cloud partner to accept this offer by answering a few questions, then click Register deal.
Click Lost to close the opportunity as lost. This opens a pop-up where you can leave a reason for closing as lost, then click Close Lost.
The status of the opportunity will change to Closed - Lost or Closed - Won.