1
Navigate to the contact.
2
This will be the image if the salesforce object is a contact.
3
Scroll down on the right side and Click on this icon next to opportunity.
4
Click "New"
5
Select Open Opportunity.
6
Click "Next"
7
Select the Close Date.
8
Select the Stage.
9
The opportunity will always start in "Create."
10
Click the "Opportunity Name*" field.
11
Type the "Campaign Name"
12
Select the Type.
13
Click "New Business"
14
Select the Lead Source.
15
Click "Internal - SDR"
16
Select the opportunity type.
17
Click "New"
18
Select the date of the meeting.
19
Click the "Description" field.
20
Type in the "Notes from the call"