Using Opportunities

This article will walk you through the steps to use and manage Opportunities

Updated over a week ago

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

Creating a New Opportunity:

  • Go to the "Opportunities" tab in the sidebar menu.

  • Click on the "New Opportunity" button.

Fill in all the 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.(this is 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. If you have additional questions, please don't hesitate to reach out to our team at [email protected] or [email protected]

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