Promote a Contact to a current Opportunity
Decide if your lead is an opportunity. If they are, promote them in the system. Here's how. (Link to prioritize and work your book). This is where you define the contact as a buyer or a seller, schedule sales activities and appointments, and do everything you can to provide great service at every touch-point.
Find your contact and click the "promote" button in their row.
A new window will open. Select the transaction type from the drop down menu.
Optional: complete the "Next Steps" accordingly to set a task in your calendar.
Your contact will now be found under "opportunities".
