> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/account-mapping/overlaps-collaboration/start-and-manage-collaboration.md).

# How to start and manage a collaboration with a partner?

When you find an overlapping account, you can turn it into a collaboration to:

* **Ask for a warm intro** for a prospect you are targeting
* **Start co-selling** an open opportunity
* **Share a new business** opportunity with the partner

This article explains how to create and manage collaborations.

## Prerequisites

* You must have at least one detected overlap. See [How to find and understand account overlaps?](/account-mapping/overlaps-collaboration/find-and-understand-account-overlaps.md).

## What is a collaboration?

A collaboration represents a shared engagement between you and a partner on a specific overlapping account. It gives you a dedicated place to record notes, schedule meetings, assign tasks, and keep attachments as you work the opportunity together.

## Starting a collaboration from an overlap

Collaborations are created from an overlap, so you always start from the overlaps you and a partner share:

* Open the partner from the **Partners** page
* Select the **Account Mapping** tab
* Then the **Overlaps** sub-tab. (You can also reach overlaps by clicking an overlap count anywhere in Account Mapping.)
* Find the overlapping account you want to work on
* Start a collaboration from that overlap:

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-f2bb8d170c86318e87c6bb73fdfa2e211668d514%2F6a32a86f9bd472a82c5d25d8.png?alt=media)

Once created, the collaboration is named after the account and partner it links.

## Managing a collaboration

Open a collaboration to see its detail page.

From the detail page you can:

* Review the **About this collaboration** panel: the **Owner**, the **Partner**, the **Assigned contact**, the linked **Account**, and the creation and last-activity dates. Use **Edit** to update these details.
* Add **Notes** to capture context and leave comments for your team.
* Track **Meetings** and **Tasks** related to the collaboration.
* Keep relevant files under **Attachments**.

## Deleting a collaboration

To remove a collaboration, open it and click the **Delete** button. Deleting a collaboration does not delete the underlying accounts or the detected overlap.

## Finding all your collaborations

Recent collaboration activity appears in the **Recent collaboration updates** section of the [Account Mapping overview dashboard](/account-mapping/overlaps-collaboration/account-mapping-overview-dashboard.md), and each partner's collaborations are listed on the **Collaborations** sub-tab of their **Account Mapping** tab.

## Related articles

* [How to find and understand account overlaps?](/account-mapping/overlaps-collaboration/find-and-understand-account-overlaps.md)
* [How to read the Account Mapping overview dashboard?](/account-mapping/overlaps-collaboration/account-mapping-overview-dashboard.md)
* [Account Mapping](/account-mapping/account-mapping.md)


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