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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​

  1. Navigate to the opportunity's detail page and click the Co-Sell button at the top of the Suger App.
  1. 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.

  1. Once all necessary information is filled in, submit the form to create the co-sell.
  1. You are all set!