Submit opportunities for approval

The Opportunities feature is enabled when the following elements appear at the following locations:

• For Reseller Managers: At Manage > Reseller > Opportunities, the Opportunities list displays Opportunity info, Status, Creation Date, and ID columns. If it displays different columns, the Opportunities feature that this documentation addresses is disabled (see Assisted Sales for more information).
• For Reseller Managers with the Sales Support Representative (SSRs) role: At Manage > Reseller > Opportunities, the Opportunities list displays the Opportunities that they created, as well as the Opportunities that Resellers in their marketplace created. Reseller Managers with the Sales Support Representative (SSR) roles can create, manage, and finalize opportunities. See About the Reseller Manager and SSR role combination in Opportunities.
• For Resellers: At Manage > Reseller > Home > Orders, a New Lead or Purchase button appears in the upper-right corner of the page. If a Make Purchase button appears, see Assisted sales for more information.

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

Resellers can submit opportunities to managers for approval. The opportunity statuses change from Open to Pending Review, and Marketplace Managers and Reseller Managers with the proper permission can edit and finalize them (just as they can when they are in Open status). Users cannot revert opportunities from Pending Review to Open status.

Reseller Managers cannot finalize opportunities without Marketplace Manager approval, but can submit the opportunities instead.

Marketplace Managers might also give Resellers and Reseller Managers the option to finalize opportunities. If they do, the Submit for Approval and Finalize buttons appear on opportunities for Resellers.

The following procedure is for Resellers.

To submit opportunities for approval

1. Go to one of the following locations:
   • Manage > Reseller > Home > Opportunities. All opportunities that you created appear.
   • Manage > Reseller > Home > Companies > Company name > Billing. All opportunities that you created for the selected company appear.
2. Select an opportunity that is in Open status.
3. Click Submit for Approval. The status changes to Pending Review, and the Reseller can no longer edit the opportunity.