When you add a new opportunity, you have the option to have
iAccess create a Kona space for the opportunity to support collaboration among those working on the opportunity.
If you create an opportunity without a Kona space, you can always create a space for it later, either on the Collaboration tab or within Kona, and associate the opportunity with that space.
Prerequisite: This option is only available if your firm has implemented integration with Kona Business and you are a member of that Kona Business account.
To create and associate a Kona space with a new opportunity, complete the following steps:
-
Click
to go to the Opportunities area.
-
Click
+ Add Opportunity next to the opportunity search field.
This option is only available if you have the access rights that are required to add records.
-
Select the
Create Kona Space check box.
If you are not currently connected to Kona in the My Settings dialog box, you are asked to enter your Kona credentials.
-
Enter all information required to create the opportunity.
-
Click
on the Add Opportunity toolbar.
Result:
iAccess saves the new opportunity and also does the following:
- Creates a space for the opportunity in Kona with the same name as the opportunity
- Associates the space with the opportunity so it automatically displays on the Collaboration tab
- Invites all employees who are currently listed on the Team tab to join the space