mySCA SCA Pricing CalculatorCreating an Opportunity from a Postion

Creating an Opportunity from a Postion

Video: http://youtu.be/rphiVvdvsZs

1- Navigate to the Position

1- Navigate to the Position

Click on the positions tab, navigate the all positions view, click on the position where you would like to create an opportunity.

2- Click on the new Opportunity button

2- Click on the new Opportunity button

3- Choose "Partnership" and click on continue

3- Choose "Partnership" and click on continue

4- Fill in the basic information and click on "Save"

4- Fill in the basic information and click on "Save"

5-  The Opportunity is now on the Position

5-  The Opportunity is now on the Position

Click on the Opportunity Name to navigate to the opportunity.

6- Scroll down to view the Position information related to the Opportunity

6- Scroll down to view the Position information related to the Opportunity

7- Click the "View Position Activity" and "View Position Notes" buttons to see activities and notes related to the position.

7- Click the "View Position Activity" and "View Position Notes" buttons to see activities and notes related to the position.

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