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. 
• Determine what template to use for a new opportunity.
  
  

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. 

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
• 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) 

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: If you have access to the Form Designer Template, we recommend using that template as a base for learning the platform. 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
• What InfoReady template should I use?
• Creating from a Template (Template Selection Screen)
• Form Designer Overview
• Funding Template Overview
• Bulletin Board Opportunities
• General Template Overview

Watch

• Create - Template Selection Screen (3 min) 
  

Module 3A: Put into Practice Exercise
- Activity 1: Locate an opportunity that you expect will occur again next year or next quarter. Copy it as outlined in the Support article. Then, submit a Support ticket with the URL link of the copied opportunity. Note Module 3A completion in your ticket.  
- Activity 2: Following steps outlined in corresponding Support articles, go to the Create tab and check if you have any sitewide or shared templates you can select from the dropdown. 

	Congratulations! You've completed Module 3A.
	Please submit our 1-minute feedback form so we can continue to improve: Submit Here.
	Click here to go to next module - 3B: Details.
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