Creating a Collaboration (Initiating Partner)

After invitee partners accept the collaboration, the initiating partner creates the collaboration. When the initiating partner clicks the Create button, the collaboration is created and all the invitees who have accepted the collaboration are copied as participants of the collaboration.

To create a collaboration

1. The initiating partner navigates to the Partner Collaboration screen, then the Outbound Collaboration Requests view.

2. In the Outbound Request list, the partner selects the request that has been accepted.

3. The partner clicks Create Collaboration.

   A Collaboration record is created based on the request, and all the invitee partners who accepted the request are copied as participants of the collaboration.

4. The partner fills out the other fields in the Collaboration form.