Expected Completion Time: 5-10 Minutes 


Learning Outcomes

At the end of this module, you should be able to do the following:

  • Define the four dropdown “Save” options in the Finalize step.
  • Identify what the red box signifies and why it might pop up when attempting to Finalize. 
  • Publish a Tile of a launched opportunity to your organization’s Engagement Hub (if applicable). 


Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Put into Practice exercise at the end of this module.


Finalize


The Finalize step allows you to save your work as a draft, so you can pick up the creation process when you are ready. You can also use the Finalize step to launch your opportunity or set a date when you do want to launch it.  Have a certain structure you want to employ for many opportunities? You can save your opportunity as a template. That way, it will be available as a template dropdown option when you select “My Templates” as the template type in the Create Tab.

Read

Watch

  • Create – Finalize (3 min) 

Module 3G: Put into Practice Exercise 
- Scenario: You have been working on your opportunity for an hour, but it is not finished, and you must attend a meeting in two minutes. What option would you select when you click the Finalize button to save your work? And, when you come back from your meeting, where would you go to access the opportunity so you can continue working on it? 
- Activity 1: Name at least three areas of your opportunity that you cannot edit after launching. 
- Activity 2: Finalize a test opportunity and schedule a launch date in the future. Then, locate the opportunity and copy the URL link. Paste the link in the body of a Support ticket. Note Module 3G completion in your ticket. Feel free to include your responses to Scenario 1 and Activity 1, as well.


Congratulations! You've completed Module 3G.

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