Assigning multiple opportunities
You can assign multiple opportunities to another user in your Partner Central account simultaneously using the bulk assign functionality. This feature streamlines the process of assigning opportunities, reducing manual effort.
Important
Before assigning opportunities to a user, the opportunity must be shared with AWS. Opportunities not shared with AWS will fail processing or be unchecked during the assigning wizard.
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In the AWS Partner CRM Connector, open the ACE Opportunities tab.
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Select the opportunities you wish to assign by checking the box in the first column.
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Choose the Assign Opportunities button on the top right. If the button is not visible, choose the down arrow and then choose Assign Opportunities.
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On the Assign Opportunities page, enter the required fields: First name, Last name, Email, and Business title.
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Under Selected Opportunities only the opportunities shared with AWS will be selected. Any opportunities not shared with AWS will be deselected.
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Confirm the selected opportunities, and then choose Assign Selected Opportunities.
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The next screen will show the progress of the Assign Opportunities job.
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When complete, the Assign Opportunities screen will show the number of items processed and any errors.
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Choose Close to go back to the ACE Opportunities tab.
