How do I assign an opportunity to a team member?

When selling on Cloudscene Marketplace, we encourage teams to work together to fulfil the goals of their organization and quickly and efficiently support future customers with their service requirements. For this reason, you have the option, depending on your permissions, to assign an opportunity (either for a listing that you’ve been invited to quote or for a public listing on Marketplace) to a member of your team to manage this listing on behalf of your company.

To assign an opportunity to a team member, follow these steps:

  1. Browse Marketplace for an opportunity you’d like to bid on.
  2. You will also receive email communications about any listings that you’ve been invited to quote – you can click on the listing link of the opportunity you wish to assign, in the email.
  3. Click on the listing.
  4. In the top right-hand corner, you’ll find the options for responding to a listing.
  5. Click Assign.
  6. Select the team member you’d like to assign the listing to.
  7. Click Assign.
  8. The team member you’ve assigned the listing to will receive a notification that they have been assigned the listing and are now the owner of that listing.

If you’re looking to assign an opportunity to a colleague that doesn’t have a Cloudscene account, you can add them at the assigning stage, as follows:

  1. Click on ‘Assign’ and then ‘Invite a new team member’.
  2. Type in their details including First Name, Last Name, and Email Address (ask for permission first).
  3. Click ‘Done’.
  4. The opportunity will then be automatically assigned to them when they have created and verified their account.

Alternatively, you can go to your corporate team, navigate to the “Team” tab and select the “Invite team member” button.

If you’re a team member who’s been assigned an opportunity, you’ll become the owner of this opportunity, and you’ll be responsible for responding to the buyer’s listing. You may receive reminders to bid if it gets near to the expiration date. 

Once you’ve intended to bid on a listing, this listing will become yours to manage, however, you can reassign the listing to a team member if you wish, and they can take it from there.

To reassign an opportunity to a team member, follow these steps:

  1. Go to My Marketplace.
  2. Click on the listing.
  3. In the top right-hand corner, you’ll see the option to ‘reassign’ the listing.
  4. Click on Reassign and choose the team member you’d like to manage this listing.
  5. Click Assign.
  6. The team member you’ve reassigned the listing to will receive a notification that they have been assigned the listing and are now the owner of that listing.