Adding a New Opportunity - DetailsTab

To add a new opportunity, click the ‘New’ icon on the toolbar or select ‘New’ from the drop-down menu. A blank Opportunity screen will open.

 

The contact fields are mandatory, and should contain contact details for learners - address details are not required as this is held elsewhere. The attendance field is mandatory, and should show the relevant mode of attendance. The attendance details field is mandatory, and should contain details of duration, days and times of attendance. The notes field is not mandatory, but can be used to hold any further information. Please refer to 'Entering Opportunity Dates' section for date information.