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How do I add opportunities in distributors?
Updated on September 25, 2024 12:17AM 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
- Log in and access Distributors App from your universal navigation menu bar.
- Click on “By Directory” and select “All” from the left navigation panel.
- Select a distributor, by clicking on “More actions” icon.
- You can view Overview page, navigate to “Opportunities” column.
- Click on “Add” button.
- Add Opportunities popup appears in which search and select an opportunity.
- Click on “Add” button to complete.
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