Track and Respond to Deals

Every deal registration, whether you submitted it to a partner or received it from one, appears in your Partner Co-Sells list, where you can track its progress, review its details, and respond to inbound registrations that need your approval.

Overview

The Partner Co-Sells list is where all of your deal registrations come together. From there you can:

• Find and filter deals by direction and status.
• Respond to inbound deals a partner has registered with you.
• Track and manage an accepted or outbound deal as it moves through the pipeline.

Find and Filter Your Deal Registrations

1. Go to Fours Console, then Partners.

2. Click Partner Co-Sells.

3. Use the Direction column to identify the type of deal:

   • Outbound: You registered the deal with a partner.
   • Inbound: A partner registered the deal with you.

   

4. Review the Status column to understand where the deal is in the process:

   • Pending Acceptance: An inbound deal waiting for you to accept or reject it.
   • Active: A deal that has already been accepted and is moving through the pipeline.

5. To see one partner’s deals, click Filters and filter on Partner. Its value picker searches your partners as you type, active, pending, and inactive ones alike, and loads more as you scroll. The filter finds every deal the partner is on, whether they were the deal’s first partner or were added to it later.

Review Pending Deal Registrations

Some deal registrations reach you as drafts for you to check before anything is registered. A teammate, or a tool working with their Fours access, can create one through the Fours API: see Create a deal-registration draft. Drafts collect in a panel above the Partner Co-Sells list, headed N pending deal registrations. The panel is hidden when there’s nothing to review, and it starts collapsed so the list stays in view.

1. Go to Fours Console, then Partners, and click Partner Co-Sells.
2. Click N pending deal registrations to expand the panel. Each draft shows its Name, its Source, such as API, who it’s From, the Matched Partner it names, and when it was Received, newest first.
3. Click a draft’s name. The co-sell form opens, prefilled from the draft, with a Sent in by line naming the teammate who created it.
4. Under Register with Partner, keep the matched partner, search for another by name, or choose Create new partner…. The list offers your active and pending partners where your product is the one being sold, or where the relationship type isn’t set yet. If the partner you pick has no confirmation contact on file, the form asks you to name the person there who should confirm the registration.
5. Review the rest of the form and submit it.

Submitting registers the deal on the partner’s behalf. Fours asks the partner’s champion to confirm it, the same way Register a Deal on Partner’s Behalf does on a partner record. See Work a Partner Record.

To throw a draft away, click its trash icon and confirm Discard. A discarded draft is removed permanently.

Respond to an Inbound Deal

When a partner registers a deal with you as the seller, it appears as an Inbound co-sell with a status of Pending Acceptance.

Step 1: Review the Deal Before Responding

Open any pending deal to view its details.

• A banner at the top explains the relationship between the partner and the opportunity, such as a partner referring a customer to your product.
• The Overview section shows the opportunity type, target close date, the deal value estimated by the partner, and any notes they provided during registration.

Step 2: Accept or Reject the Deal

Accept and complete the deal

1. Click Accept & Complete in the top-right corner to open the Accept & Complete Co-Sell window.

   

2. Review Seller Deal Owner Contacts. It starts with the people the partner put on your side when it shared the deal: the person it sent the co-sell to — your Partner Manager for that partner — comes first, marked Partner Manager, and can’t be removed here; anyone else it named follows. Add more with Add contact: pick a teammate under Choose team member, or type their name, email address, and optionally their title under Enter manually. When the partner named nobody, the list may instead be Prefilled from your owner rules. At least one contact is required.

3. Confirm the Deal Value. The partner’s estimated amount carries over automatically, but you can update it and change the currency if needed.

4. Configure the Commission Terms:

   • Choose a Commission Type. This pulls the rate, cap, minimum, and renewal rules from the partner’s Custom Plan if one exists, or your Standard Defaults if it doesn’t (shown as “From Default settings” when no custom plan applies).
   • Confirm the Revenue Share Model and Payment Trigger.
   • Optionally, set a Clawback Window in days.
   • Set Deal Value Visibility — whether the partner sees the full deal amount and their commission.

5. Optionally, link the co-sell to a Salesforce opportunity, HubSpot deal, or Dynamics 365 opportunity.

6. Click Accept.

Reject the deal registration

Click Reject instead if the deal isn’t a fit. This opens the Reject co-sell window.

1. Enter a Reason (for example, “Conflict with existing customer relationship”). This is required, and it’s shown directly to the partner who registered the deal, so keep it factual and professional.
2. Click Reject co-sell.

Who Receives Co-Sell Emails

Each side of a co-sell keeps its own copy, and each copy has a deal team — on your side, the Your team people from the share form or the Seller Deal Owner Contacts you confirm when you accept. Co-sell emails go to those teams:

Each email follows the receiving organization’s email notification settings: it goes out only when that organization has email notifications on and that email enabled, and it also reaches the people the organization chose for it. A partner’s removal goes out whenever email notifications are on, and the email about an updated co-sell only when your organization turns on Partners — Deal update emails. Nobody else is added — not the partner champion on their own, and not a Partnership Contact Email.

Until a side has a deal team on its copy, the emails after the share skip that side. For a deal registered on a partner’s behalf, Fours may write instead to the partner champion or to the person who confirmed the registration, and a close the partner must confirm goes to the partner alone. Any other copy without a team gets nothing until its side names an owner.

Act on a Co-Sell from Email

Co-sell emails can carry a button that lets you act on the deal straight from your inbox. Each person on the deal team the email is addressed to gets a button of their own; people added through the email notification settings get a link to the deal in the console instead:

How the buttons work:

• Each button is personal. It was issued to one email address, works once, and expires after 24 hours.
• It needs an editing role. The person clicking must have the Admin or Editor role in your organization. Otherwise the page shows Sign In To Continue, and they take the action in the console instead.
• The page shows who you’re acting as. When it needs nothing more, it records the action as soon as it opens. The action is recorded under your name, exactly as if you had clicked it in the console. Accepting this way makes you the deal owner on your side.
• Reject isn’t offered from email. To reject a registration, use Reject on the deal in the console.
• A link that no longer applies says so. If it has expired, was already used, or the deal has moved on, the page tells you and points you to the console.

Check Each Party’s Status

A deal you share with partners exists as one copy per organization: yours, and one for each partner. Each side closes its own copy, so your copy can read Closed Lost while a partner’s reads Closed Won. The Partners & Status section on the deal lists every copy side by side, so you can see when the two sides disagree:

• Your organization comes first, marked You, with the role Seller and your own copy’s status. It has no Shared or Accept Date, because the deal was never shared with you.
• Then one row per partner, with its attribution role (Sourced, Influenced, or Transacted), its status, the date the deal was Shared with it, and its Accept Date.

The section appears once the deal has at least one partner. Partners see the same table from their side, with your row showing your status.

Remove a Partner from an Accepted Deal

A deal registration that has been accepted can still have a partner removed from it. The action is seller-only, sits on the partner’s own row in Partners & Status, and is confirmed with Remove & notify partner. The removal is then recorded on the deal’s Activity tab as Partner removed: {partner}, marked Removed, so your side keeps a record of it.

Three rules bound it, and the button is disabled with the reason when one applies:

Because removal is only possible before the deal is won, any commission shown on that partner’s tab is still a projection — so removing them destroys nothing already earned.

Track and Manage an Active Deal

Once a deal is accepted, or after you register an outbound deal, it moves through the same pipeline regardless of direction:

Pending → Active → In Discovery → Proposal Sent → Negotiating → Won

Two additional stages, On Hold and Lost, don’t appear in the visual pipeline but can still be assigned manually when you change stages.

Link a CPPO to the Deal

If a deal transacts through a CPPO with the partner, link that marketplace offer to the co-sell from the deal’s Marketplace connection tab.

On a deal you registered with a partner (Outbound), the tab shows:

• Linked CPPOs. Each linked offer is a card with the offer’s name, which opens the offer, the line Linked CPPO · {marketplace}, and the offer’s current status. A cancelled, expired, failed, or otherwise dead offer shows its status in red.
• Suggestions. When Fours finds a CPPO for this partner that isn’t linked to any co-sell yet, it asks: “A new CPPO was created for {customer}. Link it to this co-sell?” Click Link to connect it, or Dismiss to hide the suggestion. Dismissals are remembered in your browser.
• A way forward when nothing is linked. Once the partner has a cloud Account ID on file, the tab offers Create CPPO, which opens the CPPO form prefilled from the co-sell. Without one, it offers Configure partner, which opens the partner’s record so you can add it under Partner Details. See Work a Partner Record.

An offer can be linked to only one co-sell, and a link can’t be removed. If you try to link an offer that already belongs to another co-sell, Fours refuses and names that co-sell.

On an Inbound deal, the tab only reads “Awaiting ISV action — no marketplace offer is linked to this co-sell yet.”

A CPPO you link also shows on the copy of the co-sell your partner holds. When its resale authorization is addressed to that partner, the partner’s Marketplace connection tab reads Marketplace Status ({marketplace}) and “Your ISV has created a resale authorization for this co-sell.” — adding “Go to {marketplace} to review and accept it.” while the authorization still waits for the partner — with the time it was last updated. The partner sees only that status: never the offer’s name, pricing, or terms, and never an authorization addressed to another partner on the deal. See Submit a Deal Registration (Partner).