Please ensure that Opportunities is fully set up. To learn more, check out this article.
Once you've set up Opportunities, here's how to effectively use them within PartnerPortal.io:
Creating a New Opportunity:
Go to the "Opportunities" tab in the sidebar menu.
Click on the "New Opportunity" button.
Fill in all necessary information for the opportunity, including contact information, budget, service type, and any additional details.
Select the partner(s) you want to send the opportunity to from the available partner list.
Send the opportunity to the selected partners.
Managing Opportunities:
Monitor the status of sent opportunities in the "Opportunities" tab (updated by partners).
Use the comment section to communicate with partners regarding specific opportunities.
Partners will receive notifications and can log in to the portal to review and respond to opportunities.
Removing Opportunities:
Archiving: If you are no longer working on an opportunity with a partner, you can archive it. This will make the opportunity inactive and stop all communications, but the historical data will still be available to you.
Click on the respective opportunity.
Select the pencil icon in the top right corner.
Click the Archive button and confirm the action in the pop-up.
Deleting: If you want to completely delete an opportunity, it must first be archived.
Click on the archived opportunity.
Select the trash icon in the top right corner.
Confirm the action in the pop-up.
If you have additional questions, please don't hesitate to reach out to our team at [email protected] or [email protected]