Reseller Opportunities related section

The Reseller Opportunities related section displays the Reseller Opportunities linked to the selected Account.

Note: The workspace can be different based on the access rights provided to you or the customization.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in the Card or List format
  • Associate: Use this option access the Opportunity Lookup window wherein you can select an Opportunity to be associated with the selected Account
  • Insert: Use this option to add a new Opportunity.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data of the Opportunity linked to the selected Account.

You can view the information related to the Reseller Opportunity in the Card or List format. These KPIs are displayed in this section:

  • Number of Open opportunities
  • Opportunities Closed-Won financial
  • Opportunities Closed-Lost financial

For each record, you can:

  • Click the Opportunity name or Edit to view or modify the Reseller Opportunity data in the details page.
  • Click Remove Association to disassociate the opportunity from the Account
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