Published at: 2026-09-17
Register and advance an opportunity
When a partner creates an opportunity, Partner Connect starts the opportunity registration approval process. After approval, the partner completes stage tasks according to the upstream sales process.
Before you start
[!IMPORTANT] - Confirm that your account can create and register opportunities. - Confirm that the upstream enterprise has configured the opportunity process and approval rules.
Create and register an opportunity
- Open Opportunities from the Partner Connect home page.
- Select New Opportunity.
- Enter the project name, project number, and other required information.
- Use the duplicate-check tool to look for an existing project.
- Submit the opportunity registration.
The system starts the approval process configured by the upstream enterprise. After approval, the opportunity can move through the sales stages.
Advance the opportunity
- Open the registered opportunity.
- Review the requirements for the current stage.
- Complete the stage tasks and add process details.
- Submit the stage progression.
- Continue to the next stage or update the opportunity status based on the result.
The upstream enterprise configures the sales process. If required information is missing, complete the current stage tasks before submitting.
An upstream enterprise can turn successful sales cases, customer buying behaviors, and key concerns into a partner sales process. This makes partner opportunity management more consistent, automated, standardized, and transparent.
Expected result
After registration approval, the partner can advance the opportunity through the stage tasks configured by the upstream enterprise.