With your co-sell configurations, sharing with partners can be as easy as a few mouse clicks.
Outbox is the place to show your CRM opportunities that are ready to be sent to partners.
Without any configuration, this tab lists all your CRM opportunities. You can click the fitler button to specify various filters to narrow down the scope:
You can also use the search box on the top right:
Below is an example where we share a Salesforce opportunity with AWS.
sharebutton on the top right.
Submitbutton will be clickable. Click on it.
You can share multiple opportunities at the same time. This can be very efficient if your CRM data is in good quality (e.g., all postal codes are filled) and the field mappings & templates are well-configured.
Bulk Sharebutton to enter the selection mode.
Submitbutton. Otherwise you'll need to manually fill them.