Contact Page

Manage and navigate your partner-facing co-sell contacts in Suger.

Overview

The Contact page helps you manage and navigate high-volume, partner-facing contact lists — tracking thousands of records at once. Use it to:

• Browse across your organization — Scan the master list of all contacts synced to your Suger environment to check whether a partner representative already exists or review who is connected to a specific co-sell motion.
• Search instantly — Type a name or email into the search bar to pinpoint a specific person before starting a joint sales push.
• Filter your view — Narrow the list by Cloud Partner or Currency to isolate only the records you need for your current workflow.
• Sort and compare — Click a column header to sort the table, making it easy to rank, compare, and prioritize records.
• Page through and drill down — Use the pagination controls at the bottom right to page through thousands of rows, then click a record to open its detail view.

Open a Contact’s Detail View

Click a contact name to open a detail view that surfaces the full relationship context:

• Basic profile info — The person’s name, system role, and ownership links.
• Company association — The cloud partner account or corporate entity they belong to.
• Title and role — Their partner title and function within their organization (for example, Partner Development Manager).
• Communication channels — Email address and phone details for co-sell outreach.
• Partner or co-sell context — Which cloud partner portals (AWS, Azure, GCP) this individual interacts with.
• Connected marketplace activity — Links to related co-sell referrals and the pipeline value tied to the record.

Create and Attach Co-Sell Contacts

You can add partner-facing co-sell contacts to your Suger directory in two ways.

Add Notification Contacts on an Active Co-Sell Motion

When managing an active co-sell referral or deal registration, you often need to route updates to specific cloud reps or internal team members.

1. Go to the Co-Sell page in the left-hand menu.
2. Open your specific co-sell record.
3. Locate the Notification Contacts section.
4. Click Add Contact and enter the partner representative’s name, email address, and role.

Anyone added here receives status updates for that specific co-sell motion.

Create Contacts Automatically from Inbound Referrals

To eliminate manual data entry, configure Suger to extract contact profiles from incoming marketplace co-sell leads sent by your cloud partners. Whenever a cloud partner routes a new inbound referral to your team, Suger extracts the partner representative’s metadata (name, email, title) and creates a corresponding contact record in your CRM (Salesforce or HubSpot).

1. Go to Settings > Co-Sell and open your Co-Sell Configs.
2. Select your cloud partner tab (AWS, Azure, or GCP) and locate the Inbound Sync configurations.
3. Toggle on Auto-Sync Contacts.

Troubleshooting

FAQ

How do contacts automatically populate on this page?

Contacts are ingested automatically when inbound referrals are shared by cloud partners, or when they sync bi-directionally from your CRM (Salesforce or HubSpot) via the Suger Widget.

Can I check which partner reps are connected to a specific co-sell motion?

Yes. Enter the cloud partner name into the search bar to review all mapped partner stakeholders, their networks, and their marketplace activity.

Does modifying or deleting a contact in Suger affect my native CRM contacts?

No. Suger acts as your marketplace tracking and orchestration layer. Changes here update your console tracking, but they do not edit or delete native contact profiles in your Salesforce or HubSpot databases.