Tasks

Co-sold deals stall when the next step is unclear. Tasks on the shared record keep the partner and your rep aligned on what happens next and who owns it.

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The problem it solves

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Impact

Joint deals die of ambiguity about who does what next. Being the vendor whose next step is always written down is unglamorous, and it is why deals close.

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How it works

Tasks let you attach concrete next steps to a shared deal or CRM record during co-selling: send the proposal, schedule the demo, get the security review. Each task has an owner and a due date, and both sides see it on the record they collaborate on. As tasks complete, the deal keeps moving, and notifications keep everyone honest about due dates. Tasks live alongside comments and collaborators on the shared record, so the next step is never lost in an email thread. Instead of a co-sell motion that depends on remembering what was said on the last call, every next step is a task on the shared record. The partner and rep see the same list, own their parts, and get nudged before things slip, so deals close faster.

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Run it from your AI assistant

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Going deeper

Works with