Opportunity Transfer Workflows

The workflow processes described in this topic are associated with opportunity transfer. They are used for the following functions:

• Transferring an opportunity

• Updating an opportunity

• Requesting an opportunity update

Either the brand owner or the partner can transfer an opportunity, update the opportunity, or request an update. The following descriptions refer to the two systems involved as "System A" and "System B." These can refer to either the brand owner or the partner’s system, depending on who ran the opportunity transfer, updated the opportunity, or requested an update.