Sharing Opportunities (Initiating and Invitee Partner)

After the collaboration is set up, the partner companies that are collaborating can share opportunities, service requests, quotes, orders, campaigns, accounts, contacts, projects, and other information.

For example, when a partner company in the collaboration works on an opportunity, it can share the opportunity and associated information with the other partner company, assigning the opportunity to any employee or organization in the other partner company that is a resource in the collaboration.

To share an opportunity with another partner company

1. The partner navigates to the Opportunities screen.

2. The partner drills down on an existing opportunity or creates a new opportunity and enters information in the record and More Info form.

3. The partner clicks Collaborate.

   The Grant Access to Collaboration Resources dialog box appears, listing all positions and organizations in other partner companies with which this partner employee has a relationship.

4. In the dialog box, the partner selects Resources and clicks OK.

   Partner positions that were selected are added to the sales team for the opportunity and can see it in the My Opportunities view. Partner organizations that were selected are added to the organization team for the opportunity and can see it in the All Opportunities view.