Associate an Opportunity with a Kona Space
For an opportunity not currently associated with a Kona space, you can use options on the Collaboration tab of the Opportunities area to associate it with an existing Kona space or create a new space for it. For an opportunity that is currently associated with a space, you can associate it with a different space.
Prerequisites: This option is only available if your firm has implemented integration with Kona Business and you are a member of that Kona Business account. If you are going to select a Kona space that already exists, you must be a member of that space.
To associate an opportunity with a Kona space, complete the following steps:
- Click to go to the Opportunities area.
- Use the search field immediately above the opportunity title to select the opportunity.
- Click the Collaboration tab.
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Do one of the following:
- If the opportunity is not currently associated with a Kona space, click Associate Kona Space in the upper-right corner of the tab.
- If the opportunity is currently associated with a Kona space and you want to associate it with a different space, click Change Kona Space in the upper-right corner of the tab.
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In the drop-down list, do one of the following:
- If the space already exists in Kona, select it in the list.
- If the space does not already exist, select + New Kona Space to create a space with the same name as the opportunity.
Result: iAccess does the following:
- Creates a new space for the opportunity in Kona with the same name as the opportunity, if you selected that option
- Associates the space with the opportunity and displays it on the Collaboration tab
- Invites all employees who are currently listed on the Team tab to join the space