Opportunities Collaboration Tab

If you use Kona Business, you can use the Collaboration tab to share information and collaborate with team members through conversations related to the current opportunities. This allows for greater communication and increased productivity.

Contents

When you start a conversation on the Collaboration tab, a Kona space is created for the respective project or opportunity record. A space is a place where you can collaborate on tasks, events, and files, and where you can also conduct conversations with team members. Team members will only be able to see spaces that you have in common with them.

The CRM application is required for integration with Kona Business.

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.

Field

Description

Start Conversation

This button displays when a conversation does not yet exist for the current opportunity. Click Start Conversation to open a chatroom dialog box and begin a discussion related to the current opportunity. The first time you start a conversation, the following occurs: A Kona space is created. All employees on the Team tab who have record level security access to the record are assigned as space owners. If the Team tab has no employees listed, the system will prompt you to add someone to the team tab.

Conversations Grid

This grid provides a list of all conversations that were created for this opportunity.

Field	Description
+ Add Conversation	Click +Add Conversation to open the chatroom dialog box and add a new conversation for the opportunity.
Search	Use the Search field to search for conversations related to the opportunity.
All	Use this drop-down list to limit the conversation's search results. For example, to only view conversations that are marked as "Favorite," select Favorites from the list.