Create, edit, and distribute opportunities

Create, Edit, and Distribute Opportunities

Purpose

Opportunities in the Partner Site allow organizations to share sales leads with partners. This helps partners follow up on potential customers, generate new revenue, and match customers with sellers who have the right expertise.

Create an Opportunity

Go to Sales → Opportunities.
Select New.
Enter Topic, Contact Information, and Currency.
Add details in the following sections:
- Customer Situation
- Customer Need
- Proposed Solution
Select Save.

Distribute Opportunities

Manual Distribution

Use this option when you know exactly which partner should receive the lead.

Go to Sales → Opportunities.
Select the opportunity.
In Partner Details, enter the Partner Account.
Change the Status to Delivered.
Select Save.

Distribute to Multiple Partners

Open the opportunity.
Under General → Partner Pipeline, select Partner Collaboration.
Select Partner Collaboration Accounts (+) and add partners.
Change the Status to Accepted.
Select Save.

Partner View & Collaboration

Partners view opportunities under the Opportunities tab.
Distributed Opportunities show opportunities awaiting partner acceptance.
Managed Opportunities show accepted opportunities.
Collaborating partners cannot close or extend opportunities, but they can add notes.
Partners cannot assign opportunities to other partners.

Partner Dashboard

Displays both Distributed and Managed opportunities.
Managed opportunities include additional details such as collaboration status.

Deal Registration

Partners can register deals to request exclusivity.
On the opportunity page, select Register.
A Deal Registration Request is created and visible on the opportunity.
To approve the request:
- Go to Sales → Opportunities.
- Select the opportunity record.
- Mark the request as Accepted.