Refer Opportunity for Volunteers

Opportunities can be referred to volunteers from their respective summary screens by using 'Actions->'Refer Opportunity' button. This 'Refer Opportunity' action will create an activity logged against the volunteer and a link between the Volunteer and the Opportunity.

1. Click Actions>>Refer Opportunity in volunteer summary screen.

2. Select an opportunity from the drop down.

      -active opportunities will be listed along with respective organisation names.

3. 'Volunteer' role will be selected as default application role.

4. Select a date and time in Referred Date section.

5. Application Status will be set as 'Referred' by default.

6. Fill out other optional fields if necessary.

7. Click save.

 

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