Overview of the process to create a new opportunity depending on the source.
Opportunity Flow Chart
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General User Guides
How to ....... 80
- How to use the CompleteEmpire Knowledge Base
- How to ask for help
- How to use Super Search
- Using the To Do List
- How to Create a New Account
- How to create a New Entity
- How to add or create a Linked Entity for an account
- How to Create a New Opportunity
- Create a New Opportunity - Work Area Header
- Create a New Opportunity - from within the Opportunity Module
- Create a New Opportunity - from within your work
- Hot, Warm or Cold?
- How to Capture Leads
- How to Create a Document Template
- Creating a Merged Document
- Inserting a document into a Contact Log
- Inserting a web link into a message, email, contact log
- Sending a document from the Works document view
- Save and Send a merged document directly from the DMS
- How to add third party advisors
- How to Manage Partnership Splits
- Unique email address - what do when non existent
- How to set up automatic notifications for incoming sales leads
- How to Test your Survey
- How to create a report using Standard Reports
- How to Import Emails from Outlook
- How to add widgets to your Dashboard
- How to Sync your Calendar to Outlook
- How to create a new appointment in the Calendar View
- How to add a Directors ID to an account
- How to create a New Account from an Entity
- Contact Logs - using EXTERNAL contact reference numbers
- How to add and edit Relationships
- How to update the account of a client who is deceased
- How to Create, Edit a Lookup
- How to add or change the image for an account
- How to send emails to multiple addressees
- How to export an appointment in your Calendar
- How to create a new appointment within a new Contact Log
- How to change your current time zone
- How to add or edit an unsubscriber
- How to Create a Newsletter
- How to Create an Email - EDM
- Status labels - using and configuring
- How to create a new appointment
- How to attach multiple documents to a Contact Log
- How to add an external partner or user account
- How to Create an Invoice, Receipt or Certificate Template
- How to link to your DocuSign account
- How to link to your Microsoft 365 account
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