At Tackle, we want you to have a smooth experience managing your co-sell opportunities. Some fields are locked depending on their Review Status or Stage because AWS does not allow them to be changed. Here’s what you need to know to keep your data accurate and your process seamless.
Why Are Some Fields Locked?
AWS requires certain fields to remain unchanged after launch for compliance and reporting. Once your opportunity is launched, Tackle cannot update these fields, even if you contact support. If you need to change any of these after launch, you’ll need to create a new opportunity.
Editability by Review Status
Approved: All fields can be changed.
Pending Submission: All fields can be changed except Stage.
Action Required: Most fields can be changed, except the following:
Lifecycle fields
Stage
Customer fields
Industry vertical
Marketing fields
Opportunity source
Marketing campaign
Marketing activity use case
Marketing activity channel
Marketing development funds
Submitted, In Review, Rejected: Nothing can be changed.
Editability by Stage
Prospect, Qualified, Technical Validation, Business Validation, Committed: All fields can be changed.
Launched: Only Software Revenue fields can be modified, and only by SRRP vendors.
Closed Lost: Nothing can be changed.
Fields Locked After Launch
The following fields cannot be changed after launch:
Customer fields
Industry vertical
Project fields
Solutions
AWS products
Target closedDate
Value (amount, currency)
Expected Customer Spend (amount, currency, frequency, target company)
Marketing fields
Opportunity source
Marketing campaign
Marketing activity use case
Marketing activity channel
Marketing development funds
Lifecycle fields
Closed Lost Reason
Stage
Target Close Date
Launch and Close fields (If you are not enrolled in SRRP)
Procurement type
Contract start date
Contract end date
Amount
Currency
Fields That Are Never Editable
Closed Lost Reason: Can only be set when updating Stage to Closed Lost.
Pro Tips
Review before launch: Double-check all your details before launching your opportunity.
Need to make a change after launch? You’ll need to create a new opportunity if a locked field needs to be updated.