Start with the workflow
Co-sell operations
Co-sell automation: work, guidance and approval
Jul 22, 2026
Connect the context, prepare the next action and keep the approval boundary visible.
Read the guide →Practical guides for the people running cloud partnerships. Understand the program, prepare the work and keep approvals clear.
Connect the context, prepare the next action and keep the approval boundary visible.
Read the guide →Separate the program announcement from current eligibility. Review the opportunity data and next actions your team needs.
Read the findings with their dates and scope, then review your own cloud-partnership operating model.
Distinguish cash claims, promotional credits and invoices. Track the stage that still needs attention.
Keep each opportunity in its cloud context, with an owner and a clear next step for the partner.
Check the linked account, IAM access and integration your opportunity workflow uses.