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Viewing a Partner's Opportunities

In some industries, partners develop opportunities, and the brand owner company views these leads, either to follow up on the leads or to review how well they are progressing. Even if your company develops opportunities and assigns them to partners, you can view the opportunities to see how they are progressing. For example, by looking at the partner activities for each opportunity.

When you view opportunities, you can use the audit trail to track changes in the opportunity. By default, whenever a change is entered in the Sales Stage, Opportunity Status, or Expected Revenue field, the audit trail creates a record of how the value was change stamped with the login of the employee who made the change and the time the change was performed.

The record is stamped with the employee login and the time when the change was performed.

You can view partner opportunities two ways:

• The Partner Operations screen. All partner companies are listed on the Partner Operations screen. Anyone at the brand owner company with access to this screen can select a partner company record and display all its opportunities. This screen displays only opportunities that have the partner organization on their organization team; it does not display opportunities that have been assigned to individual partner employees but not to the partner organization.
• The Opportunities screen. The Opportunities screen displays different sets of opportunities records in different views. In My Opportunities view, it displays opportunities only if you are in the sales team. In the All Opportunities view, it displays opportunities if your organization is in the organization team. In the All Opportunities Across Organizations view, it displays all opportunities for all partner companies.

In either situation, you can drill down on an opportunity to view more information about it, if you have access to the opportunity detail view.

It is usually easiest to use the Partner Operations screen to display the opportunities of a partner company.

To view all the opportunities of a partner company

1. Navigate to the Partner Operations screen.
2. In the Partners list, drill down on the name of the partner company whose opportunities you want to view.
3. Click the Opportunities view tab.

   The partner's opportunities appear.