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.