Change opportunity owners

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.

Opportunity owners can manage opportunities and sales that result from the opportunities are attributed to the owners.

Users who create opportunities are the default opportunity owners. However, Marketplace Managers and Reseller Managers can change who owns opportunities.

When Marketplace Managers and Reseller Managers change the owner of an opportunity, all products on the opportunity are removed. The new owner can then add products to the opportunity.

Reseller owners

For a Reseller to own an opportunity and sell products to a customer, the Reseller's company must be linked to the customer's company.

When Marketplace Managers and Reseller Managers change the owner of an opportunity to a Reseller whose company is not linked to the customer's company, the platform automatically links the companies.

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

To change opportunity owners

1. Go to one of the following locations:
   • Manage > Reseller > Opportunities. All opportunities created by Resellers appear.
   • Manage > Reseller > Reseller Companies > Company name > Billing. All companies that were created for the selected company appear.
   • Manage > Reseller > Reseller Companies > Company name > Assisted sales. All opportunities that were created by the selected company for its customers appear.
2. Click an opportunity that is in Open or Pending Review status.
3. Click the Owner field.
4. Select the sales agent who you want to own the opportunity. The name of the selected agent appears in the field and the Remove products and save changes dialog appears.
5. Read the confirmation dialog so you understand the impact of the change.
6. Click Confirm and Save. The new owner is saved and there are no products on the opportunity.