Overview
Sharing client opportunities on Collective OS allows your organization to extend its reach and connect with the right collaborators. This guide explains how to share opportunities effectively, boosting visibility and engagement within your network.
How to Share Client Opportunities
1. Access the Opportunities Management Page:
Log into your Collective OS account.
Navigate to the Opportunities section under My Org.
2. Create a New Opportunity:
Click the Create an Opportunity button.
Fill in required fields like title, summary, description, budget, skills, and industries.
3. Set Sharing Rules:
Decide how to share the opportunity within the network.
Options include sharing with all Collective OS users, internally within your organization, or with specific collectives.
4. Finalize and Publish:
Review the details for accuracy.
Click Create Opportunity to publish, making it visible according to the sharing rules set.
Key Points to Remember
Details Matter: Provide accurate and thorough information to attract suitable collaborators.
Privacy and Sharing: Select sharing settings that align with your strategic goals, balancing privacy and outreach.
Response Management: Easily view and manage responses from organizations interested in your opportunities.