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Co-selling & multi-partner deals

Not every deal is sourced by a single partner and handed off. Plenty are worked jointly: your team and a partner selling together, or several partners each playing a part. Lasso lets you reflect that reality on a referral, so credit and revenue land where they actually belong.

Mark a deal as co-sold

When your team and a partner worked a deal together, you can flag the referral as co-sold. That keeps jointly-worked revenue distinct from revenue a partner sourced on their own, so your reporting can tell the difference between “a partner brought this to us” and “we closed this together.”

Credit more than one partner

A single deal often involves more than one partner. You can attribute additional partners to a referral beyond the one who submitted it, and say what each one did: influenced the deal, co-sold it, handled delivery, or expanded an existing account. Each additional partner can also earn from the deal, so multi-partner deals pay out fairly rather than crediting only the first name on the referral.

Partners see when they’ve been credited on a deal and the role they’re recognized for, right alongside their own referrals.

Availability

Co-selling and multi-partner attribution are enabled per account. If you’d like to use them, or you don’t see them, contact your account manager.

See the full guide

The complete walkthrough, covering marking a deal co-sold, adding partners with their attribution, and how additional partners earn, lives in your Lasso account.

View the co-selling guide
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