A partner can create an opportunity in the sales pipeline and share it with a vendor to be able to collaborate with them.
Pre-requisite: You must be ‘Joined’ to the vendor on Zomentum Marketplace.
Steps to create and share an opportunity.
Step-1
Go to the ‘Opportunities’ tab from the left side panel on Zomentum Grow and click on ‘Add Opportunity’
Step-2
Fill out all the necessary fields and scroll down to the bottom to find a check box called ‘Share Opportunity With Vendors’.
Step-3
On checking the box, a new dropdown field will appear allowing you to choose the vendor with whom you want to share the opportunity. If you don’t see a vendor on this list? Check the vendor management section (link).
Step-4
You can also choose to share the details of the end-client with the vendor using the radio button.
Step-5
Click on ‘Save’ to add the opportunity and simultaneously share it with the vendor.
The vendor will receive a notification about this opportunity and they can see it in their opportunity dashboard.
