# 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.

:::info
For instructions on creating a new registration, see [Register a Deal with a Partner](/prm/register-a-deal/).
:::

## 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.

   ![Partner Co-Sells list showing the Direction and Status columns](images/track-and-respond-to-partner-deal-regist-1.png)

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.

:::tip
Alternatively, open a partner's profile and select the **Co-Sell** tab to view only the deals shared with that partner.
:::

## Review Deal Registrations from Email

When members of your team email in deal registrations, Fours turns them into drafts for you to review. Drafts collect in a panel above the **Partner Co-Sells** list, headed **N deal registrations from email**. 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 deal registrations from email** to expand the panel. Each draft shows its **Name**, who it's **From**, the **Matched Partner** Fours suggests, and when it was **Received**, newest first.
3. Click a draft's name. The co-sell form opens, prefilled from the email, with a **Sent in by** line naming the teammate who sent it.
4. Under **Register with Partner**, keep the partner Fours matched, pick another, or choose **Create new partner…**. 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](/prm/work-a-partner-record/).

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

:::info
Drafts are only created from emails that members of your own organization send in. A partner can't create one by emailing Fours directly.
:::

### Open a Draft from Fours' Reply

Fours replies on the email thread the registration came from, so the person who sent it in knows where it stands:

- **Details needed** — Fours lists what's missing and asks for it on the thread. When nobody outside your organization is on the thread, the reply carries a **Complete in Fours →** button.
- **Ready to confirm** — once Fours has what it needs, it sums up what it captured from the thread and carries a **Review & confirm in Fours →** button. If details are still missing after Fours has asked for them, the same reply is marked **Needs your input** and lists them. Everyone on the thread gets this reply, so a partner copied on it can reply to correct anything Fours captured.

Either button opens the draft itself, whichever organization you last had open in Fours:

- **If you're in the organization the draft belongs to**, Fours switches you into it and opens **Partner Co-Sells** with the drafts panel expanded and the draft's review form already open. If you're signed out, you sign in first.
- **If you're one of that organization's partners**, Fours switches you into your own organization and opens your record of them, with a notice that they're reviewing the deal registration. It appears in your co-sells once they confirm it.
- **Anyone else** sees *You don't have access to this deal registration*, with a **Go to your Fours home** button.

If the draft has already been submitted or discarded, Fours says *"This deal registration is no longer pending review."* instead of opening it. If the draft can't be loaded, Fours says so and points you to the list.

```d2
shape: sequence_diagram
teammate: "Your teammate"
suger: Fours
you: "You, in the seller organization"
partner: "Partner copied on the thread"

teammate -> suger: "Emails in a deal registration"
suger -> teammate: "Reply on the thread:\nReview & confirm in Fours" { style.stroke-dash: 4 }
suger -> partner: "The same reply, as a copy" { style.stroke-dash: 4 }
you -> suger: "Click the button"
suger -> you: "Partner Co-Sells with the\ndraft's review form open" { style.stroke-dash: 4 }
partner -> suger: "Click the button"
suger -> partner: "Their record of you, with a notice\nthat you're reviewing it" { style.stroke-dash: 4 }
```

## 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`**.

:::info
Deals registered through your [public deal registration link](/prm/public-deal-registration-link/) arrive here the same way. When one comes from a company that isn't your partner yet, accepting it also brings the company on as a partner, while rejecting it rejects only the deal. See [Decide a Held Registration](/prm/public-deal-registration-link/#decide-a-held-registration).
:::

### 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.

![Inbound co-sell detail view with the banner and Overview section](images/track-and-respond-to-partner-deal-regist-2.png)

### 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.

   ![Accept & Complete Co-Sell window](images/track-and-respond-to-partner-deal-regist-3.png)

2. Add at least one **Seller Deal Owner Contact**. Enter the contact's name, email address, and optionally their title. 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**.

:::info
See [Set Up and Manage Commission Plans](/prm/commission-plans/) to learn how commission plans are configured.
:::

#### 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**.

![Reject co-sell window with the required Reason field](images/track-and-respond-to-partner-deal-regist-4.png)

## 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 recipient gets a button of their own:

| Button | When the email arrives | What the page asks for |
| --- | --- | --- |
| **Accept co-sell →** | A partner registers a deal with you. | The deal value and currency, plus the commission terms when commissions apply. |
| **Mark Closed Won →** | The partner marks their copy of the deal Closed Won. | A deal value, but only if the deal doesn't have one yet. |
| **Mark Closed Lost →** | The partner marks their copy of the deal Closed Lost. | A reason, which the partner reads. |

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.

```d2
shape: sequence_diagram
partner: Partner
suger: Fours
you: "You (Admin or Editor)"
partner -> suger: "Registers a deal with you"
suger -> you: "Email with your own Accept co-sell button"
you -> suger: "Open the link within 24 hours"
suger -> you: "Confirmation page: deal value, currency, commission terms" { style.stroke-dash: 4 }
you -> suger: "Confirm"
suger -> partner: "The co-sell is accepted" { style.stroke-dash: 4 }
```

:::info
Emails that your co-sell and commission actions trigger, including actions taken from one of these buttons, can go out from your own connected Gmail. See [Send Co-Sell Emails from Your Gmail](/integrations/google-mail/#send-co-sell-emails-from-your-gmail).
:::

## 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.

:::warning
**Removal is total, not a soft "mark inactive".** The partner loses the deal entirely — it disappears from their portal, not just from your tab strip.
:::

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

| Rule | Why |
| ---- | --- |
| **Not after the deal is won** | Removal is only possible while the outcome is still open. |
| **Never leaves zero parties** | The last remaining partner cannot be removed. |
| **Not once commission is committed** | Committed money is not unwound by removing someone from a record. |

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.

![Deal pipeline stages from Pending through Won](images/track-and-respond-to-partner-deal-regist-5.png)

## 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](/prm/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."*