Managing opportunities in Partner Center
View pipelines and manage the opportunities right from Partner Center without needing to log into another platform.
As an agency owner, effectively managing customer relationships is vital to you and your team's success. Currently, Vendasta offers a segmented CRM experience that spans the Partner Center and the Sales & Success Center, which oftentimes creates an inconsistent and repetitive CRM experience for you to manage your customers. We are making changes. We are introducing a new unified CRM experience to remove the confusion and redundancy by moving features from Sales & Success Center into the Partner Center, putting everything in one spot, including the pipeline and opportunities.
In Partner Center, Users will be able to:
- Create opportunities
- See opportunities in the pipeline and board view
- See opportunities from different pipelines
- View and edit opportunities
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