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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.