Sharing an Opportunity

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As an owner, you can easily share your opportunity with your partners and colleagues for easy and timely collaboration, openness, and for building trust. 

To share an opportunity with one or more companies, or with one or more people in your network, see the following steps. 

Also See:

Sharing Multiple or All Opportunities

Removing a Member from an Opportunity

Sharing/Adding/Updating Members On Your Opportunity

Sharing/Updating Companies On Your Opportunity

Steps:

  1. Navigate to the opportunity that you want to share.
  2. Click Share Opportunity Screen_Shot_2018-08-14_at_10.48.25_AM.png. Share Opportunity window opens.

    shareopportunities.gif

  3. Select a sharing mode between Owner Mode (default) and the Partner Mode.
  4. Enter names or emails of people in your network that you want to share this opportunity with.
  5. Select one or more companies in your network that you want to share this opportunity with.
  6. You can enter a message to include and set the message as a default.
  7. Click Done.
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