How do I add opportunities in distributors?

Updated on July 11, 2017 10:04PM by Admin

You can add opportunities which are related to the distributors. You can also create a new opportunity and add it to the distributor.

Steps to Add Opportunities in Distributors

  1. Log in and access Distributors App from your universal navigation menu bar.
  2. Click on “By Directory” and select “All” from the left navigation panel.
    distributors dashboard
  3. Select a distributor, by clicking on “More actions” icon.
  4. You can view Overview page, navigate to “Opportunities” column.

  5. Click on “Add” button.
  6. Add Opportunities popup appears in which search and select an opportunity.
  7. Click on “Add” button to complete.

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