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Creating A New Opportunity From The Contact Manager

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How to create a new Opportunity from the Contact Manager.

Back To The ProphetCRM Beginner's Guide

There are many ways to create Opportunities in Prophet, but if you would like to learn how to create an Opportunity directly from the Contact Manager, this video will show you the steps to do so.

Step One: Open up the Contact Manager and bring the contact that you would like to create an Opportunity for into your view.

Step Two: Select the contact that you would like to create an Opportunity for.

Step Three: With the contact highlighted, click on the drop down arrow to the right of "New" near the top left of the Contact Manager.

Step Four: A drop down menu will appear, select "New Opportunity with Contact".

Step Five: A new Opportunity will pop up on your screen with the contacts name and company automatically populated in their respective fields.

Step Six: Make any additional changes and  once you are done, select "Save and Close" to save the Opportunity.

Congratulations! You've just learned out to create an Opportunity from the Contact Manager!

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