Step #1 READ: Need to Know - Opportunity Basics

Step #1 READ: Need to Know - Opportunity Basics

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Introduction to Psychology

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Opportunity Basics

Opportunities are created in one of two ways:
The student completes their contact information in the Student Enrollment Portal or by via DocuSign within the console in SRM.

When a user converts an Inquiry into an Opportunity by clicking the "Convert" command button. 
See Inquiry Object - "Inquiry Screen Details".

Person Account is created with an Opportunity.
Note - one Person Account can have multiple Opportunities associated.

To find current Opportunities, use the global search bar and type in the word test* and you will be able to see a series of test accounts of which you can review their information.