Flag and request co-sell approval for qualified deals
Flag and request co-sell approval for qualified deals
Your opportunities move into evaluation without a co-sell flag or summary, leaving partners uninformed and deals delayed. Add a co-sell summary and prompt approvals so partners are engaged same day.
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Overview
When qualified deals progress without partner context, partner introductions stall and regional AEs lose momentum. This flow compiles a short co-sell brief, prompts the opportunity owner in chat, and marks the CRM so partners can be engaged same day.