MQL - How to Convert MQL Record to Opportunity | Scribe

    MQL - How to Convert MQL Record to Opportunity

    • |
    • 15 steps |
    • 60 seconds
    1
    Navigate to the MQL.
    2
    Click "Convert to Opportunity"
    3
    Click "Save"
    4
    Click "Protect My Ministry - Protection - Gad - Test - 2023-07-04"
    5
    Click "Details"
    6
    Edit the Type of the Opportunity.
    7
    Click "New Business"
    8
    Change the Opportunity Type.
    9
    Click "New"
    10
    Select the date of the meeting.
    11
    Click the "Description" field.
    12
    "Type in your notes"
    13
    Edit the number of Total Weekly Attendance or Members.
    14
    Click "Save"
    15
    Change the Opportunity Owner to the correct person.