Reassign Opportunity to Partner

An opportunity that has already been shared with a partner can be reassigned to a different partner if needed.

Prerequisites: The partner with whom you want to reassign the opportunity should have joined you on Zomentum Marketplace.

Step-1

From the left-side panel of PartnerAlign, click on the Opportunity card that needs to be reassigned.

Step-2

Click on the three-dots menu and select ‘Reassign Opportunity’.

Step-3

A pop-up will appear with the option to let you choose the partner to whom you want to reassign the opportunity. Select the relevant Partner and click on the ‘Reassign’ button.