Setting Up Opportunties

How do we set up an opportunity to only send submitted applications to the reviewers? We have the box checked in the opportunity, but we are still seeing drafts. We are unsure whether it's because it's an auto-match application. The auto-match is set up to qualify students based on imported data.

Any insight would be great!

Answers

  • Hi @Katharine Pagani I'm checking with my team on this and will also include this question in the upcoming Buzz - to see if we can find you an answer!

  • Carlene Johnson
    Carlene Johnson Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 2 2026 bbcon Attendee Badge

    @Maya Rosman - you are the go-to BAM expert. Do you have any insight to share?

  • Quick follow-up. You say you have the box checked in your opportunities. I believe having the box checks tells it to match with drafted applications. To only review submitted applications, you should leave the box UNchecked. If the screenshot I included is the box you're talking about, you'll need to uncheck it and then BAM will only ask reviewers to review submitted applications.

    image.png

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