As well as manually creating an opportunity, it is possible to set up a Sign Up Form that will automatically create a new opportunity once it has been submitted.
Selecting Create in the Opportunity List will open a window where you can create a new opportunity. In this window, you can enter a Title for the opportunity.
After this, the following options are available:
- Save – This will save the opportunity and take you to a window where you can add further details. This window is explained in Editing Opportunities in PICSWeb.
> Save and View Summary – This will save the opportunity and take you to the Opportunity Summary page.- > Save and Close – This will save the opportunity and return you to the Opportunity List.
- Cancel – This will discard the opportunity without saving.