---
title: How to Manage Partners on an Opportunity and Share
description: Manage partners on opportunities in Federal Compass by adding partners, sharing opportunities, and tracking engagement to support teaming strategies.
---

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1. [Federal Compass Help Center](https://knowledge.federalcompass.com/?hsLang=en)
2. [Partner Management](https://knowledge.federalcompass.com/partner-management?hsLang=en)

# How to Manage Partners on an Opportunity and Share

## Managing partners at the opportunity level helps your team coordinate teaming efforts, track engagement, and collaborate more effectively. This article explains how to add partners, share opportunities, and manage participation within Federal Compass.

### **Who This Helps**

- BD and capture teams managing teaming strategies per opportunity
- Organizations working with multiple partners across pursuits
- Teams looking to centralize collaboration and partner engagement

### **Using Connected Partners on Opportunities**

Once a partner accepts your invitation, they become part of your network and are available for collaboration.

Instead of starting from scratch for each opportunity, you can:

- Share opportunities with partners you’ve already connected with
- Coordinate teaming efforts more effectively
- Track partner involvement across pursuits

### **Add Partners to an Opportunity**

1. Go to **Opportunities** → **Opportunity Search**
2. Open an opportunity you are interested in
3. In the **Partners** section (left-hand side), click **Add Partner**
4. Search for and select an existing partner

Once added, the partner will appear in the list.

                  ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-04-30%20144341-png.png?width=521&height=186&name=Screenshot%202026-04-30%20144341-png.png)

You can add multiple partners based on your teaming needs.

### **Share an Opportunity**

Adding a partner does not start collaboration; you must share the opportunity.

1. Click **Share Opportunity**
2. Select **Share with Partners**

                                             **![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-04-30%20144901-png.png?width=309&height=150&name=Screenshot%202026-04-30%20144901-png.png)**

Once shared:

- Status updated to **Shared**
- The partner is notified and can access the opportunity

### **Track Partner Engagement**

After sharing, partners can review and respond:

- On **their** side: 
    - Go to **Opportunities** → **Partner Opportunities**  
                                ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-04-30%20153304-png.png?width=253&height=209&name=Screenshot%202026-04-30%20153304-png.png)
    - Select **Interested** or **Not Interested**![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-04-30%20153502-png.png?width=506&height=213&name=Screenshot%202026-04-30%20153502-png.png)
- On **your** side: 
    - Status updates

#### **Partner Status**

Status appears next to the partner name:

- **Not Connected** → Not in your network
- **Shared** → Opportunity sent
- **Interest**  → Partner confirmed interest
- **Not Interested**  → Partner denied interest

### **Managed Partner Details**

Once a partner is interested, you can define their role:

- **Relationship Type** (prime, sub, supplier)

- **FTE**

- **Work Share**

             ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-04-30%20154344-png.png?width=597&height=67&name=Screenshot%202026-04-30%20154344-png.png)

**Has Teaming Agreement** and **Clearance** cannot be edited here. These are set at the organization level.

### **View Partner Activity**

You can view all opportunities shared with a specific partner by navigating to their organization record. 

- Go to the **Organizations (Pipeline/CRM)** page
- Select the partner you want to view
- Open their record to see: 
    - Partner details
    - All opportunities that have been shared with them

       ![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-05-01%20092606-png.png?width=646&height=167&name=Screenshot%202026-05-01%20092606-png.png)

This allows you to quickly understand your engagement with a partner across multiple pursuits without needing to search for each opportunity individually. 

### **Track Data Changes**

Use the **Change Log** to:

- See who updated data
- View when changes were made

![](https://knowledge.federalcompass.com/hs-fs/hubfs/Screenshot%202026-04-30%20154744-png.png?width=812&height=177&name=Screenshot%202026-04-30%20154744-png.png)

### **Important Notes**

- Partners must be **connected before sharing**
- Adding = sharing
- Partner responses must be completed on their side

### **Best Practices**

- Add partners early
- Share opportunities quickly
- Monitor responses and follow up
- Define roles once interest is confirmed

### **Use Cases**

- Build teaming strategies per opportunity
- Track partner engagement across pursuits
- Improve coordination across teams

### **Conclusion**

By managing partners directly within opportunities, your team can move faster, stay aligned, and collaborate more effectively all within one platform.

### **Need Additional Help?**

If you have any questions, please reach out to the CSM team for further assistance, **support@federalcompass.com.**

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