Create a Kona Space for an Existing Opportunity

From within Ajera CRM, you can create a new Kona space and link it to an existing opportunity.

Prerequisites: Ajera CRM must be configured to integrate with Kona Business on the Miscellaneous tab of the General System Settings form, and you must be logged on to Kona on the Misc tab on the User Options dialog box.

To create a Kona space and link it to an existing opportunity, complete the following steps:

1. Display the opportunity in the Opportunity Info Center.
2. Click New, and select Create Kona Space. The Kona space name displays in the Kona Space field on the General tab, and the space displays below that field. Employees listed on the Team tab are automatically invited to join the space.