1
Navigate to your Account
2
Click "New Opportunity"
3
Click the "Primary Contact" field.
4
Select your primary contact
5
Choose the date picker next to Close Date.
6
Select your estimated Close Date (I usually say 30-45 days out)
7
Click the "Brand Lookup - Select the Brand this Lead is interested in purchasing\*" field.
8
Select your choice
9
Click the "Amount" field.
10
Enter the estimated amount of the item they are interested in learning about based on the metrics (size, records, giving volume)
11
Select their product interest
12
Choose the appropriate option
13
Enter the Est. Annual Online Giving
14
Click "Save"
15
Click on the text in the green banner.
16
Click "Details"
