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MQL - How to Convert MQL Record to Opportunity
Benjamin Johnson
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0 step
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60 seconds
Salesforce
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Navigate to the MQL.
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Click "Convert to Opportunity"
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Click "Save"
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Click "Protect My Ministry - Protection - Gad - Test - 2023-07-04"
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Click "Details"
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Edit the Type of the Opportunity.
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Click "New Business"
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Change the Opportunity Type.
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Click "New"
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Select the date of the meeting.
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Click the "Description" field.
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"Type in your notes"
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Edit the number of Total Weekly Attendance or Members.
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Click "Save"
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Change the Opportunity Owner to the correct person.
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