Contact - Converting to Opportunity Process

This will be the image if the salesforce object is a contact.

Scroll down on the right side and Click on this icon next to opportunity.

Click "New"

Select Open Opportunity.

Click "Next"

Select the Close Date.

Select the Stage.

The opportunity will always start in "Create."

Click the "Opportunity Name*" field.

Type the "Campaign Name"

Select the Type.

Click "New Business"

Select the Lead Source.

Click "Internal - SDR"

Select the opportunity type.

Click "New"

Select the date of the meeting.

Click the "Description" field.

Type in the "Notes from the call"