Last Revised: Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Step-by-step guide
Step One
Navigate to the Lead Record you wish to assign to an opportunity.
Click Assign to Opportunity.
You are looking at a screenshot demonstrating how to navigate to Assign to Opportunity:
Figure 1. Step One: Assign to Opportunity.
Step Two
Click the row number to select the Opportunity.
- Click OK.
You are looking at a screenshot demonstrating how to Select the Opportunity for Assign to Opportunity:
Figure 2. Step Two: Select the Opportunity for Assign to Opportunity.
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