Opportunities

Opportunities let you send leads and business opportunities to your partners directly inside PartnerPortal. It’s a simple way to hand a prospect to the right partner, keep the conversation in one place, and track what happens next — streamlining collaboration between you and your partner network.

Before you can send opportunities, turn the feature on and define the service types partners will choose from.

1. Go to Settings under Opportunities in the main menu.

2. Enable the Opportunities feature.

3. Define your service types — the options in a dropdown that partners select from. Set these to match your business offerings so they’re meaningful to partners (for example, the kinds of work or products an opportunity relates to).

Once Opportunities is enabled, you can create opportunities, send them to partners, and manage them over time.

1. Go to the Opportunities tab in the sidebar and select Add New.

2. Fill in the opportunity details — contact information, budget, service type, and any additional notes.

3. Select Save to create the opportunity.

4. In the Partners section, select Manage to open the partner selection window, then choose the partner (or partners) you want to send the opportunity to.

5. Select Save to send it. The selected partners are notified and can log in to review and respond.

• Track status. Monitor the status of sent opportunities in the Opportunities tab — partners update it as they work the opportunity.
• Communicate. Use the comment section on an opportunity to message partners about it directly.

Archiving makes an opportunity inactive and stops all communication, while keeping its history available to you. Use it when you’re no longer working an opportunity with a partner.

1. Open the opportunity.

2. Select Archive and confirm.

Deleting removes an opportunity completely. An opportunity must be archived before it can be deleted.

1. Open the archived opportunity.

2. Select Delete Opportunity and confirm.