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There are several ways to integrate your sign up forms with Opportunities in PICSWeb, meaning that any potential leads from form submissions can be efficiently tracked in your system.
Creating Opportunities from Form Submissions
When designing your custom sign up forms for applicants or employers, it is now possible to set up the form so that an opportunity record is created automatically when the form is submitted. The opportunity record that is created will be linked to the new applicant or employer record.
To do this, go to the Form Edit page for the relevant form. In theĀ Sign Up Form Settings section, choose the type of opportunity that you want to create from theĀ Create Opportunity drop-down menu.
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Linking Applicants to Existing Opportunities
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This feature is only available for Applicant sign up forms. As opportunities can only be linked to one employer, you should use the above process for employer sign-ups. |
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