- name
- open-a-joint-pursuit
- description
- Takes in a pursuit two organizations will work as one deal, reads the account as each side holds it, and picks a deal back up when a conflict is settled by both sides working it together. Use it when running `ref/prt/resolve-a-channel-conflict` and `ref/prt/run-a-co-sell`.
- license
- CC-BY-4.0
- metadata
- {"agent":"co-sell-coordinator","agent-version":"1"}
# Open a joint pursuit
## What it does
Takes in a pursuit two organizations will work as one deal, reads the
account as each side holds it, and picks a deal back up when a conflict
is settled by both sides working it together.
## Where it happens
The agent does this in three activities across two reference processes.
Each one names the activity as that process words it.
- **Read the Account on Both Sides**
- `ref/prt/run-a-co-sell`, activity 3 -
[Run a Co-Sell](../../../../processes/partners/run-a-co-sell.md)
- **Restart the Deal**
- `ref/prt/resolve-a-channel-conflict`, activity 13 -
[Resolve a Channel Conflict](../../../../processes/partners/resolve-a-channel-conflict.md)
- **Take in the Joint Pursuit**
- `ref/prt/run-a-co-sell`, activity 1 -
[Run a Co-Sell](../../../../processes/partners/run-a-co-sell.md)
## What to record
The pursuit as taken in, and what each side said the other brings. The
lead named in writing, who decided it, and the rule they decided it
under. The named people on both sides with what each is there to do, and
the division of the solution written so a question can be routed to a
side without asking. The one plan, every step with a date and a named
owner, at a version, with each earlier version kept so a change can be
read later. The contact rule with the waiting period. The briefing, and
who on each side heard it. Every approach as it actually happened,
logged by the side that made it on the day it was made, and every touch
that was held with the reason. The check-in with each step marked done,
open or dropped. Which side papered it, on what terms, what the other
side invoices, and the debrief.
That contract covers every activity this abstract agent takes on, and it
is repeated in `com.agentcatalog.agent/RECORDS.md`. What the abstract
agent does not do is in `com.agentcatalog.agent/NOT.md`.
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