+
Step #1 READ: Need to Know - Opportunity Basics

Step #1 READ: Need to Know - Opportunity Basics

Rating:
Rating
(0)
Author: TERESA URANGA
See More
Try a College Course Free

Sophia’s self-paced online courses are a great way to save time and money as you earn credits eligible for transfer to over 2,000 colleges and universities.*

Begin Free Trial
No credit card required

25 Sophia partners guarantee credit transfer.

221 Institutions have accepted or given pre-approval for credit transfer.

* The American Council on Education's College Credit Recommendation Service (ACE Credit®) has evaluated and recommended college credit for 20 of Sophia’s online courses. More than 2,000 colleges and universities consider ACE CREDIT recommendations in determining the applicability to their course and degree programs.

Tutorial

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.