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Step 1
Click Sales/Create Sales Opportunity in nav bar
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Step 2
Set company, contact, sales person, lead quality, follow up date, and any notes.
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Step 3
If Company isn't listed, click Create New Company
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Step 4
Set company name, industry, and click add
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Step 5
If Contact isn't listed, click Create New Contact
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Step 6
Set Contact fields and click add
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Step 7
Click Create to save and go to Sales Log or click Save and Create Quote to start a new Quote for this Sales Opportunity.
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