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Generating an opportunity from a new sign up

Gav Willis avatar
Written by Gav Willis
Updated over 4 years ago

It is possible to have an opportunity record generated when a prospective applicant or employer submits a sign up form. To set this up, first go to the Sign Up Forms page in the Configuration section of the side menu and Edit the form that you want to generate an opportunity.

The Create Opportunity field can be set to create the following opportunity types:

  • Applicant

  • Apprenticeship Training

  • Vacancy

  • Generic Training

After you Save the form, when a prospective applicant or employer fills out that form and submits it, a new opportunity record will be created. You can view new opportunities by selecting the Opportunities box in the Home page.

For more information, take a look at the full help page for Sign Up Forms and Opportunities.

Keywords: Business opportunity, Onboarding, Conversions, New Enquiry, Engagement

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