Create Co-Sell

Easily create Co-Sell using the Suger App within your Salesforce Console.

Overview

After adding the Suger App to your Salesforce Console, you can quickly create Co-Sell from opportunities using the app with ease.

Create a Co-Sell

Navigate to the opportunity’s detail page and click the Co-Sell button at the top of the Suger App.

Choose the partner to share the opportunity and fill the form with necessary information.

Tip
If field mapping has been configured, the form will be prefilled with corresponding fields from the Salesforce opportunity, making the offer creation process faster and easier.

Once all necessary information is filled in, submit the form to create the co-sell.

You are all set!

Create Salesforce Records from a Suger Referral

For Suger (PRM) deal-reg referrals, you can create a linked Salesforce Opportunity or Account directly from the referral — no need to navigate away and create the record manually.

From the referral record (Actions sidebar):

On the referral’s detail page, the Opportunity and Account cards each show a Create button when no record is linked yet. Clicking Create opens a pre-filled form with fields populated from the referral’s customer and deal information (such as company name, contact, and deal amount). Review or adjust the values, then submit to create the record. The newly created Opportunity or Account is automatically linked to the referral.

After accepting an inbound Suger referral:

When you accept an inbound Suger referral, you are prompted to create linked Salesforce records as an optional next step. You can create an Opportunity, an Account, or both. Fields are pre-filled from the referral data where available. Skipping this step is fine — you can always use the Create button on the cards later.