mySCA SCA Pricing CalculatorCreating a Position from an Opportunity

Creating a Position from an Opportunity

Video: http://youtu.be/BaJsdQ4w2_U

1- Create a partnership opportunity and save

1- Create a partnership opportunity and save

2- Notice that if you click on the position information you will get a "Currently no position attached to opportunity" Message

2- Notice that if you click on the position information you will get a "Currently no position attached to opportunity" Message

3- Add a position by navigating to the position field and looking up a new position

3- Add a position by navigating to the position field and looking up a new position

4- Or click on the "New Position" button to create a brand new position

4- Or click on the "New Position" button to create a brand new position

5- The position is now on the opportunity and may be edited directly on the position record or through the position information section on the opportunity

5- The position is now on the opportunity and may be edited directly on the position record or through the position information section on the opportunity

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