Legacy version
This feature is an older version of Tackle Co-Sell for Microsoft and will soon be no longer supported. If you have questions or want to upgrade to the latest version, contact [email protected].
Go to the latest version of Tackle Co-Sell for Microsoft.
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.
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.