Your partner receives a plain, professional email from DoNotReply@channel-chaser.com. The email contains:
A brief message explaining that you're requesting a pipeline update
The deal name(s) the update relates to
A single call-to-action button: Open Channel Chaser
When the partner clicks the link, they are taken to the Channel Chaser login page. Login is required — if it's the partner's first ever request, they will need to register before they can proceed.
Once authenticated, they are presented with the secure webform. The secure webform asks for:
Deal stage — a dropdown reflecting current progress: Qualifying, Proposed, Evaluating, Negotiating, In Review, Contracting, Won, Closed - Lost, Closed – Revoked, Stalled
Likelihood (%) — a percentage field reflecting confidence the deal will close
Expected close date — a date field for the partner's current forecast
Deal value — a currency field for the current deal value
Notes / Feedback — a free text field for any context, blockers, or next steps
Flagged — mark the deal as important / requiring attention or review
The partner clicks Submit Responses and they're done. The whole process takes under a minute.
They cannot edit the deal number, deal IDs, or partner contact email address
They cannot see other partners' deals
They cannot access your Channel Chaser account