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.
What it does
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.The problem it solves
- Co-sold deals stall between partner and rep → A clear, owned task keeps the deal moving.
- Next steps get lost in email → Tasks live on the shared record both sides see.
- No one knows who owns the follow-up → Each task has an explicit owner and due date.
- Slippage goes unnoticed → Notifications flag tasks that are due or overdue.
From problem to solution
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.Use cases
Drive the next step
Attach an owned task to a shared deal.
Align partner and rep
Both sides see the same task list.
Avoid slippage
Due dates and nudges keep tasks on track.
Keep it on the record
Tasks live with comments and collaborators.
Impact
- Work where you already are - tasks travel with the shared record, including in the CRM.
- CRM-native - the next step lives on the deal both sides trust.
Who it’s for
Sales Rep / AE
Keeps co-sold deals moving with clear next steps.
Partner - Sales & Marketing
Knows exactly what to do next on a shared deal.
Works with
Shared Pipelines
Tasks live on the shared record.
Tasks
Same task model as the partner lifecycle.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Endpoints and code.