Once the opportunity pops up, click on the white drop down arrow, on the top of the opportunity to open the update log.
Update your activity log by leaving the latest update, determining what's next and when you're scheduled to follow up with the lead. Want to add the event to your calendar? Just check "Add to calendar"! Finally, rate your opportunity by clicking, "Cold", "Warm" or "HOT!" and click "Save Report". You're all set!
Modified on: Tue, 15 Jan, 2019 at 3:00 PM
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