Create the opportunity Go to Force BC. Select “Register New Opportunity.” Enter the required information and select “Submit.” Select “Continue Unregistered.” Change the opportunity to pro bono Go to the opportunity in Force BC. In the top right, select the dropdown arrow. Select “Create Pro Bono Opp.” This will open a new window. Select the…
By creating a PI Pro Bono opportunity, you agree to provide service equivalent to a paid subscription customer. This includes the implementation, support, best practices, strategic planning, and additional consulting services that empower clients to use PI effectively. Specifically, we require the following complementary support: Client activation support, including: An initial kickoff meeting Client activation…
PI Pro Bono is a program created to advance PI’s mission of “Better Work, Better World” by supporting qualified non-profit organizations. PI Pro Bono is partner-driven. In other words, any partner can suggest a non-profit organization for the PI Pro Bono program. If accepted, the client will receive access to all PI software modules at…
What is opportunity registration? Opportunity registration protects your prospects from other partners. When you register an opportunity in Force BC, other partners will receive an alert when they try to register the same prospect. If there’s conflict over an opportunity, PI will always prioritize the partner who registered it first. Of course, you can’t just…