Expected Completion Time: 10-20 Minutes

Learning Outcomes

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

• Demonstrate how to copy a past opportunity. 
• Create a new opportunity with an InfoReady template.
  
  

Related articles and training videos are included below. Please review materials that fit your learning style and then complete the Knowledge Check Quiz. 

Choosing a Template

Besides copying, you can kickstart the creation process using a template. A template provides the structure for a new opportunity and can remove some guesswork. You may have access to templates built by other administrators that have been shared with you. Or you can always use a default InfoReady template to start.

Note: We recommend using the Form Designer template. It is our newest and most detailed template, which makes it the perfect choice for almost any opportunity you need to create in InfoReady.

Read

• Create Tab Overview
• Form Designer Overview
• What InfoReady template should I use?
• Form Designer template: Comparison chart with other templates
• Form Designer template: Core vs. Pro comparison chart
• Creating from a Template (Template Selection Screen)

Watch

• Create - Template Selection Screen (3 min) 
  

Copying a Past Opportunity  

For opportunities that happen regularly, with only minor changes in the overall process, the Copy feature can save considerable time. To view all past opportunities you have access to, please go to your Reports tab.

Read

• Make a Copy of a Launched Opportunity
• Transferring Existing Competitions to the Form Designer Template
• NOTE: If you are a new Administrator who recently had opportunities transferred to you (or soon will), please review the following article to learn more about that transfer process: Change Opportunity Owner.

Watch

• Copy an Opportunity (2 min) 

Note: If you would like to practice creating a test opportunity as you work though this and upcoming various modules, please see Module 3G: Finalize to learn how to save your work as a draft.

Knowledge Check Quiz 

- Go to: The InfoReady Training Site
- If you don't already have an account, register for one by clicking Register in the upper right corner.
- You can now use this account to complete any quiz on that site.

	Congratulations! You've completed Module 3A.
	Click here to go to next module - 3B: Details.
	Click here to return to the full list of Training Modules.