Consultant Resources
Generate a consent link for an existing opportunity
Sometimes you need to generate a consent link for an opportunity that already exists in the system. Since you don’t need to create the client from scratch, this is a shorter process. Find the opportunity 1. Go to the Force BC homepage. 2. In the top menu, select ‘Opportunities’. 3. Select ‘Manage opportunities and leads’….
Generate a consent link for a new client
Before you create a provisional software account, you need the client’s formal consent. Additionally, the client needs to complete a Behavioral Assessment. You can perform both actions through the process outlined below. Create the opportunity 1. Go to the Force BC homepage. 2. Select ‘Register new opportunity’. 3. Enter the requested account information and select…