How do I edit the Onboarding steps for an opportunity?

Go to the Opportunites page > Click on an opportunity > On the Opportunity Dashboard, click on the Onboarding tab > Click on Edit

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• How do I store notes during volunteer interviews or for specific onboarding steps?

  Go to Opportunities > Click on an opportunity to go the Opportunity Dashboard > Recruitment tab > View new applicants > Click on the applicant > Scroll down and click on the Onboarding tab > Click on View for the onboarding step you want to add notes ...

• Is there a way to edit Opportunity details (Ex. Title, description, etc.)

  Yes! And here are the steps: 1) On your left-hand navigation menu, go to the Opportunities page 2) Click on an opportunity to go to the Opportunity Dashboard 3) In the 2nd tab (Details), scroll down to where you see the About the opportunity section ...

• What is the difference between an Application Form and Onboarding?

  Application Form The Application Form is shown to volunteers upon submitting their application. You can customize the fields that you require volunteers to fill out during the application process (i.e., screening questions, resume, and emergency ...

• How do I delete an opportunity?

  Currently, there is no way to delete an opportunity. However, you can always make it inactive! To de-activate an opportunity, please follow the steps below: 1. Go to the Opportunities page 2. Click on the opportunity you wish to de-activate to get to ...

• How should I organize onboarding on Vome?

  There are many ways to easily keep track of onboarding new applicants using Vome! It is recommended to read through the summaries below to identify if you would like to track onboarding using sequences or opportunity-level screening checklists. 1. ...