10.22 - Step-by-Step Guide: Associations related to a Campaign

Create a new **Association** card. Click the arrow next to Accounts tab

Click "**New Account**"

Choose **Association**

Click "**Next**"

Type in First name and Last name in the Account Name field and Type: Association. Click "Save"

Click "**Related**"

Click "**New**"

Fill in as much details you can on the Contact card. The more the better.

Click "**Save**"

Click the check-box next to the Contact name

Click "**Add to Campaign**"

Choose the correct campaign.

Click "**Submit**"

Click "Opportunities"

Click on the newly created Opportunity

Mark the Opportunity as "Closed"

Click "Select Closed Stage"

Click "**Done**"

Click on the arrow next to Orders tab

Click "**New Order**"