CompleteEmpire

How to Create a New Opportunity from Analytics

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Use the Analytics view to create new opportunities from the responses to your campaigns.

  1. To review the recipient of your campaign click {Connect} > {Communications} > {Analytics}
  2. Select {Recipients Reached} or scroll to the Recipient Reached panel.
  1. Click, if required, the {Opened} tab to reveal the list of all recipients who looked at the email campaign.
  2. If necessary use Search name... or for a country... to find the recipient of interest.
  3. Click to highlight the recipient.
  1. Click [Create New] to open the drop down list of Opportunity Types (this will depend on your login privileges).
  2. Select the Opportunity type if relevance.
  1. The account name will be prefilled.
  2. Complete the remainder as any other New Opportunity. Refer to How to Create a New Opportunity
  3. Source and Origin will be prefilled.
  4. Click [OK] to create the new opportunity.

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