Co-Selling Management — Product Tour

Full walkthrough

1. This is the View Co-Sell Hub grid, reached from Sell → Co-Sell → Co-Sell Hub. Every co-sell engagement between you and the vendor lands here as the single working list.
2. Columns cover Co-Sell Hub ID, Name, Status, Sales Stage, Expected Close Date, Amount, Type and Favorite. Type is either New Co-Sell or Existing Deal, telling you whether the record started life as a co-sell or was promoted from an existing deal.
3. Reading a row: CO-0055 | Jazz Co-Sell Deal | Pending Approval | 4-Qualification | 12/09/2025 | US$28,025 | New Co-Sell. The Name column links straight into the 360° record.
4. The toolbar carries the list-level actions: Add opens a new co-sell form, Export downloads the grid, and Create View builds a custom column layout. Search and Saved Filters sit alongside them.
5. Control how many co-sell records load per page — 10, 25, 50 or 100 — to balance scanning speed against context.
6. Search Co-Sell Hub matches on Co-Sell Hub ID, Name and Account Name so you can jump straight to a record.
7. Filter opens the filter panel. Press Next and we'll open it for you.
8. The Basic tab filters on Amount (greater than), Name (contains), Quarter, Sales Stage and Status. The Advance tab stacks multiple criteria with AND / OR logic, and Save Filter stores the combination as a reusable saved filter.
9. Saved Filters gives one-click access to the views you use most — All Records, Just Added, Ready for Submission, Pending Approval, Accepted and Rejected.
10. Export hands the grid off to CSV or XLSX for offline reporting. Press Next and we'll open it.
11. Choose the columns to include, export Selected Records or All, pick CSV or XLSX, and save the setup as a reusable configuration.
12. Create View lets you save your own column layout for this list. Press Next to open it.
13. Create View builds a personal column layout — click field tiles like Accepted Date, Account Name, Amount, Contact Name, Lead Source, Price Book and Quarter to add columns, check them in the preview, name the view and save it for reuse.
14. Now let's create a co-sell record. Press Next and the Add a Co-Sell form will open.
15. Name is required — it is how the co-sell appears in the grid and in vendor-side reporting. Co-Sell Hub ID next to it is system-generated and grayed out; you never type it.
16. Currency ISO Code sets the currency for the record. Amount is system-generated — it rolls up from the Co-Sell Line Items you add on the record, so it stays read-only here.
17. Account Name, Contact Name and Price Book are lookups into existing records, keeping the co-sell tied to real accounts, contacts and pricing rather than free text.
18. Quarter, Sales Stage, Expected Close Date and Lead Source position the deal in the pipeline. Expected Close Date is required alongside Name.
19. Type, Status and Accepted Date are all system-generated — Type reflects New Co-Sell or Existing Deal, Status starts at Ready for Submission, and Accepted Date stamps automatically once the vendor accepts. Favorite is yours to toggle.
20. Save creates the record and assigns its Co-Sell Hub ID. Press Next and we'll save it for you.
21. This is the 360° co-sell record — everything about the engagement in one page, read-only until you choose Edit.
22. Co-Sell Information for this record: TWC Opp | CO-0056 | US Dollar | FY26Q1 | 7-Proposal/Price Quote | Expected Close 03/26/2026 | Lead Source Self Generated | Status Ready for Submission | Standard Price Book.
23. Co-Sell Line Items list every product on the deal. Add Product(s) picks from the price book, and the line item totals roll up into the record's Amount automatically.
24. The Tasks section shows follow-up anchored to this co-sell — name, status, start and due dates. Its Add button creates a task already associated with this record.
25. Notes capture deal context and attachments against the same record, so the history travels with the co-sell rather than sitting in someone's inbox.
26. Documents hold the collateral for the engagement — proposals, datasheets and contracts — each with a document type and a downloadable file.
27. The action bar carries the record-level actions: Edit reopens the form, Send Invite brings the vendor or another partner into the co-sell, and Remove from Co-Sell withdraws the record from the joint motion.
28. Tasks is also its own app in the left menu under Co-Sell. The grid lists Task Name, Start Date, Due Date and Status — Not Started, In Progress or Completed — across every co-sell you work.
29. The same toolbar pattern applies here: Add, Delete, Create View, Search, Filter and Saved Filters.
30. Press Next and we'll open the Add a Task form.
31. A task needs Task Name, Status, Start Date and Due Date (both date-and-time) and an Assigned User. Associated Record points at the Co-Sell Hub deal, Priority ranks the work, and Description takes up to 4,000 characters. Save, Cancel or Save and New for back-to-back entry.
32. Notes is the next app under Co-Sell. The grid shows Note Name, a preview of the Contents and the Associated Record — and that Associated Record link navigates straight back to the co-sell deal.
33. Press Next and we'll open the Add a Note form.
34. A note needs a Note Name, optionally one or more uploaded files, an Associated Record, and Contents of up to 4,000 characters.
35. Documents is the third app under Co-Sell. The grid lists Name and Document Type, with the same Add, Delete, Create View, Search, Filter and Saved Filters toolbar.
36. Press Next and we'll open the Add a Document form.
37. A document needs a Document Name and an uploaded File, a Document Type such as Datasheet or Proposal, an optional Description, and the Co-Sell Hub ID — auto-populated when you add the document from a co-sell record.
38. The document detail page confirms every field back to you, with the file itself as a clickable link so anyone on the deal can open the collateral.
39. That completes Co-Selling Management: the Co-Sell Hub grid, adding a co-sell, the 360° record with line items, and the Tasks, Notes and Documents apps that keep every engagement anchored to its deal.

Questions about this tour

How does co-selling work in ZINFI?

The Co-Sell Hub holds joint opportunities that a vendor and a partner work together. A co-sell record carries the customer, the line items and the shared activity, and a grid with search, filters, Export and Create View keeps the pipeline visible to both sides.

Can vendor and partner teams collaborate on a co-sell deal?

Yes. Each co-sell record is supported by Tasks, Notes and Documents applications, so next actions, context and files are attached to the opportunity rather than living in separate inboxes.

What is the difference between co-selling and deal registration?

Deal registration is a partner claiming and protecting a deal they found. Co-selling is a vendor and a partner actively working the same opportunity together, with shared line items, tasks and documents on one record.

How long does the ZINFI Co-Selling Management tour take?

About 13 minutes at a normal pace — 39 guided steps through the Co-Selling Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Sell pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Co-Selling Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.