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Step 1

Click Sales/Create Sales Opportunity in nav bar


Step 2

Set company, contact, sales person, lead quality, follow up date, and any notes.


Step 3

If Company isn't listed, click Create New Company


Step 4

Set company name, industry, and click add


Step 5

If Contact isn't listed, click Create New Contact


Step 6

Set Contact fields and click add


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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