Published at: 2026-09-17
Collaborate on an opportunity
Upstream and downstream users can advance the same opportunity together. The upstream enterprise turns its sales methodology into stage tasks, reducing information gaps and making opportunity progress more transparent.
Before you start
[!IMPORTANT] - Confirm that your account can access the opportunity and its workflow actions. - Confirm that the upstream enterprise has configured the relevant sales process, role, and business rules.
Start collaborating
- Open a registered opportunity.
- Review the current sales stage and outstanding tasks.
- Add process details using the collaboration method configured by the upstream enterprise.
- Start a collaboration request through an interconnected workflow or message.
Follow the sales process
The upstream enterprise embeds sales cases and stage tasks in the sales process. Partner users complete required tasks, update the opportunity, and submit stage approvals when required.
Review opportunity data
The upstream enterprise can review partner opportunity distribution, amounts, stage-specific win rates, and the sales funnel in its CRM. Partner users can view the opportunity data and briefs that the upstream enterprise makes available in Partner Connect.
Expected result
Upstream and downstream users see consistent stage and process information and can continue working on the opportunity together.