

# Managing ACE opportunities
<a name="manage-ace-opportunities"></a>

The following topics explain how to use the AWS Partner CRM connector to manage ACE opportunities. 

**Topics**
+ [Creating partner-originated opportunities](create-partner-opportunity.md)
+ [Viewing opportunity records](viewing-opportunities.md)
+ [Updating an opportunity's stage](update-opportunity-stage.md)
+ [Cloning an opportunity](clone-opportunity.md)

# Creating partner-originated opportunities
<a name="create-partner-opportunity"></a>

The following steps explain how to create a partner-originated opportunity.

1. Sign in to your Salesforce organization as a sales user.

1. Choose **App launcher**, then search for and choose **AWS Partner CRM connector**.

1. Open the **ACE Opportunities** tab.

1. Choose **New**.

1. Fill in the fields. Make sure you complete all required fields.

1. Choose **Save**.

1. When ready, on the opportunity record page, choose **Share with AWS** to send the opportunity to AWS.

# Viewing opportunity records
<a name="viewing-opportunities"></a>

The following steps explain how to view opportunity records in the CRM connector app.

1. Sign in to your Salesforce organization as a sales user.

1. From the **App launcher**, search for and choose **AWS Partner CRM connector**.

1. Open the **ACE Opportunities** tab.

1. View an opportunity by selecting its **ACE Opportunity Name**. 

# Updating an opportunity's stage
<a name="update-opportunity-stage"></a>

The following steps explain how to update an opportunity's stage.

1. Sign in to your Salesforce organization as a sales user.

1. Choose **App launcher**, then search for and select **AWS Partner CRM connector**.

1. On the **ACE Opportunities** tab, open the opportunity record.

1. Do one of the following:

   In the **stage path**, choose the required stage.

   —OR—

   In the **Stage** field, enter the required stage.

   —OR—

   Choose **Mark Stage as Complete**.

1. Choose **Save**.

# Cloning an opportunity
<a name="clone-opportunity"></a>

Cloning enables you to create a new opportunity that contains details from an existing opportunity. The following steps explain how.

1. Sign in to your Salesforce organization as a sales user.

1. Choose **App launcher**, then search for and select **AWS Partner CRM connector**.

1. On the **ACE Opportunities** tab, open the opportunity record.

1. Choose the **Clone** button.

1. Remove the **APN CRM unique identifier** value, and update the other fields as required.

1. Choose **Save**.