SalesForce - Creating Co-Sell Deals & Private Offers
3 min
By Leya Zheng
This guide is for Sales and Account Executive users. If the integration hasn't been configured yet, please ask your Salesforce Admin to follow the WeTransact SalesForce Installation Guide SalesForce Installation Guide.
🟣 Overview
Once the WeTransact integration is set up in Salesforce, you can create Co-Sell deals and Private Offers directly from your opportunities.
🟣 Video
The video below demonstrates how to create Co-Sell deals and Private Offers directly from your Salesforce opportunities.
🟣 Support
We hope you were able to successfully follow the steps outlined above. If you face any issue please do not hesitate in reaching out to your WeTransact representative.
💬 For more, contact us at : [email protected]