DATE:
AUTHOR:
CoSell development team

Gemini: 7.8.21

DATE:
AUTHOR: CoSell development team

Overlaps

  • Overlaps are paginated & now load significantly quicker.

  • Overlaps are now grouped by account for improved readability.

  • Clicking on an account now navigates to a detail view with a list of your partners who have that account as a customer or prospect.

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Partners

  • Clicking "Partners" now brings you to a summary page, where we show your top partners, outstanding invitations, and most promising potential partners.

    • From any of these summaries, you can still navigate to a more detailed page with all of your active, pending, or potential partners.

  • The active partners page now shows account overlaps grouped by partner

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Intros

  • Intros now has a dashboard to show intros available to you and your team.

  • You can view intros available for each of your team's sales reps, which are broken down into 2 categories:

    1. Request (get) intros to partner customers

    2. Offer (make) intros to your customers

  • You can also view intro opportunities between a sales rep on your team and a specific partner rep.

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Etc.

  • We added a button to copy rep emails in addition to the mailto links

  • Made improvements to our customer success tooling

  • Fixed a bug that prevented ending partnerships

  • Fixed a few bugs in the onboarding process

  • Numerous minor UI improvements

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