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How It Works

In this case, you would create a new opportunity in SWELLEnterprise. You would:

  • Title the opportunity “Social Media.”
  • Attach it to the client.
  • Assign users to the task, such as your social media specialist and salesperson.
  • Describe the opportunity.
  • E.G. “Client interested in social media after the website is completed.”
  • Select the status: Won, Lost, or Prospecting.
  • Assign a value to the potential sale.
  • Set the start date and deadline.
  • Add notes as needed.