If you want new applicants from a sign up form to be linked to an existing business opportunity, you can customise the form URL to link any applicants generated to be attached to an opportunity record.
To do this, first go to the Sign Up Forms page in the Configuration section of the side menu and Edit the form that you want to link to an opportunity.
Make sure that the Create Opportunity field is set to No. After this, copy the link from the Public URL field.
You will then need to add the Opportunity ID to the URL. To find this, open the relevant Opportunity Summary, where the code is displayed above the title.
For example, in the screenshot above the Opportunity ID is 95. When you send the URL out, it must be done in the format:
[PublicURL]?Opportunity=[Opportunity ID]
For example, when sending out a form with the Public URL:
http://localhost/PICSWeb/Guest/SignUp/Applicant/5b12217535fd49a6a2eb6ee7916774d4
You can instead send out:
http://localhost/PICSWeb/Guest/SignUp/Applicant/5b12217535fd49a6a2eb6ee7916774d4?Opportunity=95
When the form is submitted from this URL and an applicant record generated, it will be linked to the chosen opportunity.
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