10.22 - Step-by-Step Guide: Associations related to a Campaign
- Kiran Durrani |
- 41 steps |
- 3 minutes
1
Create a new **Association** card. Click the arrow next to Accounts tab
2
Click "**New Account**"
3
Choose **Association**
4
Click "**Next**"
5
Type in First name and Last name in the Account Name field and Type: Association. Click "Save"
6
Click "**Related**"
7
Click "**New**"
8
Fill in as much details you can on the Contact card. The more the better.
9
Click "**Save**"
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Click the check-box next to the Contact name
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Click "**Add to Campaign**"
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Choose the correct campaign.
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Click "**Submit**"
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Click "Opportunities"
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Click on the newly created Opportunity
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Mark the Opportunity as "Closed"
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Click "Select Closed Stage"
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Click "**Done**"
19
Click on the arrow next to Orders tab
20
Click "**New Order**"
