View 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.

This topic describes the information that users can view and enter on opportunities.

Users can view opportunities as follows:

• Marketplace Managers can view all opportunities.
• Sales Support Representatives (SSRs) can view the opportunities that SSRs create.
• Reseller Managers can view the opportunities that Resellers create.
• Resellers can view the opportunities that users in their company create.

Some of the features and options referenced in this topic might not appear, depending on marketplace, role, and company configuration.

To view the Opportunities list

Go to one of the following depending on your role:

• Manage > Marketplace > Operations > OPERATIONS | Opportunities. All opportunities that you have permission to view appear.
• Manage > Marketplace > Operations > OPERATIONS | Companies > Company name > Billing. All opportunities that were created for the selected company appear.
• Manage > Marketplace > Operations > OPERATIONS | Companies > Reseller company name > Assisted Sales. For Marketplace Managers, all opportunities that were created by the selected company for its customers appear.

The Opportunities list page opens and displays the following:

• Opportunity info—This column displays the following information:
  • The user-defined opportunity name, or Untitled Opportunity when there is no name.
  • The name of the customer company.
  • The name of the user who is the customer company contact for the opportunity.
• Status—This column displays one of the following statuses:
  • Open—The opportunity can be edited. It is not yet finalized or submitted for approval.
  • Pending Review—A Reseller submitted it to the Marketplace Manager and Reseller Manager, to review, potentially edit, and finalize it. Resellers cannot edit the opportunity.
  • Closed—The opportunity was finalized, the assisted sale is complete, and the product price and other purchase terms no longer appear on the opportunity details page. No users can edit the opportunity.
• Creation date—The number of hours since the opportunity was created or the date on which the opportunity was created.
• ID—A unique, system-assigned identifier.

To view opportunity, payment, shipping, price, and product summary information

1. If the Opportunities list page is not open, go to Manage > Marketplace > Operations > OPERATIONS | Opportunities. The list page opens.
2. Click an opportunity in the table. The opportunity details page opens.

The following information appears:

• Opportunity name—The default name is Untitled Opportunity. You can enter a different name when you edit the Details section.
• Opportunity status—One of the following statuses:
  • Open—The opportunity can be edited. It is not yet finalized or submitted for approval.
  • Pending Review—A Reseller submitted it to the Marketplace Manager and Reseller Manager, to review, potentially edit, and finalize it. Resellers cannot edit the opportunity.
  • Closed—The opportunity was finalized, the assisted sale is complete, and the product price and other purchase terms no longer appear on the opportunity details page. No users can edit the opportunity.

Opportunity details

The following information appears in the Details section:

• Customer—The name of the customer company followed by the user who is the customer company contact for the opportunity.
• Owner—The name of the company (marketplace or reseller) that owns the opportunity and the user who created the opportunity, separated by a comma.
• Opportunity ID—The unique, system-assigned opportunity identifier.
• Created date—The date on which the opportunity was created.
• Purchase effective date—The date on which the sales agent estimates the opportunity might be finalized (when they expect customers to approve the purchase). This date is a note for user reference only. No automated processes reference it. It has no impact on order, subscription, billing, or other dates.
• Purchase ID—The unique, system-assigned purchase identifier. It appears after the opportunity is finalized. Click the link to View purchase details.
• Currency—The currency configured for the marketplace. This currency applies to the opportunity.
• If the Marketplace Manager configured purchase custom attributes (see Manage custom attributes), additional editable fields appear.

Payment information

The following information appears in the Payment section:

• The customer's saved payment method and billing address.
• Edit link—Click to view additional payment methods, if any are saved for the customer. This link always appears on opportunities that are in Open and Pending Review status for Marketplace Managers, never appears for Reseller Managers, and only appears for SSRs and Resellers on opportunities that are in Open status when Marketplace Managers give them permission to edit payment methods on behalf of customers. For more information, see Configure opportunity role settings.

Shipping information

The Shipping section appears when Hardware Service or Physical Good products are on the opportunity. The recipient name and shipping address to which all products on the opportunity are shipped. It might be the same as the billing address.

📝 Note: The Hardware Service product type is available for existing European and US members of the Early Adopter Program (EAP) who provide feedback for features before they are generally available. Only AppDirect can enable this feature. European and US EAP members can contact their AppDirect technical representative to request it. Although the features are limited to European and US EAP members, hardware service products can be shipped internationally.

Product, plan, and price information

The following information appears in the Products section:

• Product name—When the opportunity is in Open or Pending Review status, the following details appear (when applicable) for each product: the product name, plan, billing frequency, product quantity, and prices. For more information, see Opportunities pricing. Depending on the product type and configuration, additional details might appear.
• Contract term—The contract duration and a Custom badge if the contract is customized. If customized contract terms appear with a multiple, the total duration represents the contract term. For example:
  • 3 x 6 months—an 18-month contract
  • 2 x 2 years—a 4-year contract

When opportunities are in Closed status, product details appear on the related orders at Manage > Marketplace > Orders.

Purchase summary

A summary of the draft purchase including the products and associated charges appears in the Products Summary section on the right side of the page.

All values are estimates subject to edits that users make to the products and quantities on the opportunity, default price changes that occur before users finalize the opportunity, and the actual provisioning date and prorated charges that can result when provisioning dates are in the middle of the billing period.

To view product, plan, price, contract, billing, and provisioning details

To view the following additional product information, click Edit next to a product.

Plan and price information

When customers purchase products they can sometimes choose from a selection of plans, each with unique pricing.

• Plan drop-down list—The plan selected for the customer's purchase.
• Editable plan fields—Depending on the plan, additional editable fields might appear, such as quantity.
• Editable Unit selling price—A custom price for the opportunity. Marketplace Managers and Reseller Managers can edit selling prices. SSRs and Resellers can edit prices if Marketplace Managers grant them permission (see Configure opportunity role settings). For more information, see Opportunities pricing.
• Product vendor-specific fields—Custom fields appear when vendors require unique information for product purchases.

Contract terms and restrictions

Contract terms define, for example, customer obligations when they purchase subscriptions, penalties if they do not meet the obligations, and when contracts end, and what happens after they end.

When a default contract applies to the product, the duration of the contract appears. To view the default contract terms, click Add Custom Contract. If there is a custom contract for the product, the custom contract term settings appear.

Contract terms and possible settings:

• Contract length—The minimum contract duration.
• Renewal—Whether the contract is renewed and, if so, with what terms.
  • Autorenew (default)—The contract is renewed for the same duration.
  • Month to month—The contract is renewed for one month every month until the customer cancels it.
  • Suspend—The contract is suspended until the end of the grace period, if one is configured, and then canceled.
• Cancellation period—The period before the contract ends during which customers can no longer cancel the contract and it is renewed.
  • None (default)—There is no cancellation period for this contract.
  • Fixed (days)—The customer must cancel on or before this many days before the end of the contract, or the contract is renewed.
• Termination fee—The fee charged to the customer when they cancel the contract after the risk free period ends.
  • None (default)—There is no fee if the customer cancels the contract.
  • Fixed—If the customer cancels the contract after the risk free period ends, they are charged this amount.
  • Percentage—If the customer cancels the contract after the risk free period ends, they are charged this percentage of the remaining contract value.
• Risk free period—The period after the contract starts during which no termination fee is charged if the customer cancels the contract.
  • None (default)—If the customer cancels the contract, they are charged a termination fee.
  • Fixed—If the customer cancels the contract within this number of days after the contract start date, they are not charged a termination fee.
• Grace period—The period after the contract ends during which customers can resubscribe before their account and data might be deleted. The options are as follows:
  • None (default)—The subscription account and data might be deleted when the contract expires.
  • Infinite—The subscription account and data are permanently saved.
  • Fixed (days)—The subscription account and data are kept for this duration and then might be deleted.
• Contract restrictions—Subscription changes that the customer cannot make during the contract.
• Contract unit restrictions—Unit changes the customer cannot make during the contract. These settings are only applicable when units are configured for the product.

Billing and provisioning date controls

Users can schedule service provisioning and billing dates:

• Request service on—The date on which the system sends a service request notification to the product vendor.
  • Immediate (default)—The service request notification is sent immediately after a user finalizes the opportunity.
  • Fixed date—The service request notification is sent on this user-defined date.
• Billing effective on—The date from which the system calculates charges for the product. This date also appears as the Billable start date on purchase orders. The options are as follows:
  • Service activation (default)—The date that service starts, which is when the vendor finishes provisioning the service.
  • Next billing cycle—The date on which the next billing cycle starts.
  • Fixed date—This user-defined date.