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.


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


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.


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


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.