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Thursday, 31 December 2015
What is Opportunity
Opportunity is any potential revenue generated event
create an opportunity
Locate Contact
Locate the contact you would like to create an opportunity for and click on it in order to view details.
Create Opportunity
Click on the
New Opportunity
button to create a new opportunity for the account associated with the contact.
Fill in Opportunity details
Fill in the Opportunity details.
Save
Click
Save
when you have finished filling in all of the details.
The Result
You now have a new Opportunity for the account.
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