Science Interactive Group Knowledgebase

Adding Product Info/Class Start Information

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1. To add a class start date without reopening the Opportunity, go to the account page for the institution then access the Opportunity to update.

2. Once in the Opportunity record, select the "+" button on the top ribbon.

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When you select the "+," a "Quick Create menu will appear on the right side of the screen.

3. Enter the Opportunity and it will begin to auto-populate once you begin typing.

To reference the Opportunity name, look on the left side of the page.

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4. Once you complete all required fields, along with any additional information, select "Save and Close."

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