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Haves and Wants overview

Haves and Wants is a marketplace-style exchange for posting offerings and needs, then matching in the Exchange hub. It suits referral networks, inventory swaps, or partner matching when the module is enabled for your workspace.

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Who can do this​

Users with Haves & Wants permission. The module is workspace-gated—not every tenant sees it in the sidebar.

Before you begin​

  • Module enabled under Workspace modules and resources
  • Team trained on posting etiquette and follow-up expectations
  • CRM contacts ready when matches convert to leads

What you'll accomplish​

  • Post a Have or Post a Want published to the exchange
  • Matches browsed and followed up via CRM or Inbox
  • Activity feed shows recent posts

Step-by-step procedure​

Confirm the module is enabled​

  1. If Haves & Wants is missing from the sidebar, ask an Admin to enable the module.
  2. Once visible, open the hub at /haves-wants.

Hub layout​

  1. The dashboard summarizes recent activity, open haves, and open wants.
  2. Empty states prompt: Post a Have or Post a Want to get started.
  3. Browse the Exchange to search counterpart posts.

Post a Have​

  1. Select Post a Have (routes include /haves-wants/post-have or modal entry from the hub).
  2. Describe what you offer—inventory, referral capacity, service slot, or introduction.
  3. Add category, geography, expiry, or contact method fields when the form exposes them.
  4. Publish—the have appears in the exchange list and activity feed.

Post a Want​

  1. Select Post a Want (/haves-wants/post-want or modal).
  2. Describe what you need matched—buy criteria, partner type, or resource request.
  3. Publish—the want appears alongside haves for other members to respond.

Match and follow up​

  1. Open promising counterparty posts from Exchange.
  2. Respond through the in-product workflow or create/update a CRM contact to track the relationship.
  3. Move conversation to Inbox when email or SMS is appropriate.

Edit or retire posts​

  1. Open your post from the hub to Edit Have / Edit Want when updates are needed.
  2. Close or expire posts that are filled so the exchange stays current.

Verify your work​

  • Post a Have form saves and lists the new have on the hub
  • Post a Want form saves and appears in Exchange search
  • Activity feed shows your post with timestamp
  • Follow-up contact exists in CRM when your process requires it

Tips​

note

Haves & Wants is optional and often limited to specific industries—confirm enablement before training the whole team.

tip

Include expiry dates on time-sensitive haves so the exchange does not show stale inventory.

Troubleshooting​

| Module missing | Enable in workspace modules or not licensed for tenant | | Post rejected | Required fields empty—complete category and description | | No matches | Low adoption—promote Post a Want in team meeting | | Duplicate CRM contacts | Search before create when converting a match to a lead |

See also​