Navigating to Opportunity Collaboration Spaces

A Collaboration Space can be accessed in multiple ways.

Via Opportunity

Open the Collaboration Space by using either the “Start Collaboration” (Initiating Collaboration) or “Collaborate” (Collaborating) buttons on the ACRM Opportunity record.

Via Newspage

The “Newly created Opportunity Spaces” tile on the Collaboration Platform Newspage shows all recently created Opportunity Spaces and allows for navigating there.

Via Notifications

Users receive Notifications when they are mentioned by other Collaborators or part of an Account Team, for which an Opportunity is created.

Via Search

The Search Functionality of the Collaboration Platform can be used to find and navigate to spaces and to look at recently visited spaces.

Via Main Menu

A list of all existing Opportunity Spaces can be accessed via the main menu “Opportunities” button.