Finalize opportunities

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

The Opportunities feature is enabled when a New Lead or Purchase button appears in the upper-right corner of the page at Manage > Marketplace > Orders.

❗ Important: Only AppDirect can enable the Opportunities feature. Contact your AppDirect technical representative to request it.

To complete assisted sales, users finalize opportunities.

Marketplace Managers and Reseller Managers with the proper permission can finalize opportunities in Open and Pending Review status.

Reseller Managers can only finalize opportunities if they are in Open and Pending Review status and Marketplace Managers give them permission. If Reseller Managers do not have the approval to finalize opportunities, they can submit the opportunities instead.

Sales Support Representatives (SSRs) and Resellers can only finalize opportunities if they are in Open status and Marketplace Managers give them permission. For more information about permissions, see Configure opportunity role settings.

When users finalize opportunities, the following changes occur:

• The opportunity status changes to Processing and no users can edit the opportunity.
• Validations are performed, if they succeed the opportunity status changes to Closed and a unique system-assigned purchase ID appears on the Opportunity details page. If the validations do not succeed the opportunity status rolls back to its previous status.
• Orders are generated and appear at Manage > Marketplace > Orders.
• An invoice is generated which appears at Manage > Marketplace > Companies > Company name > Billing.
• If the customer does not have saved billing information, the unpaid invoice is sent to the customer. If the customer has saved billing information, a payment is collected and it appears at Manage > Marketplace > Companies > Company name > Billing.

To finalize opportunities

1. Go to one of the following locations:
   • Manage > Marketplace > Opportunities. All opportunities that you have permission to view appear.
   • Manage > Companies > Company name > Billing. All opportunities that were created for the selected company appear.
2. Do one of the following, depending on your role:
   • Marketplace Managers: Select an opportunity that is in Open or Pending Review status.
   • SSRs: Select an opportunity that is in Open status.
3. Click Finalize. The Finalize Opportunity dialog appears.
4. Click Confirm.