Create and Share opportunities with Partners

As a vendor, you can share opportunities (leads) with your Partners and collaborate with them to close such deals.

Prerequisites: The partner with whom you want to share an opportunity should have joined you on PartnerAlign.

Step-1

From the left-side panel of PartnerAlign, click on the ‘Opportunities’ tab and then click on ‘Add Opportunity’.

Step-2

While filling out the necessary fields, check the “Share Opportunity with Partner” option a dropdown field called ‘Partner’ will appear. Enter the partner name with whom you want to share the opportunity.

Step-3

Click on ‘Submit’ after filling out the details and the opportunity will be shared.

Step-4

If you wish to share an already added opportunity, you can locate the opportunity in your pipeline, click on the three-dot menu and select ‘Reassign Opportunity’ to share it with the relevant partner. Click here  for detailed steps.