Last Revised: 28 Feb 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read.
Assign a Lead to an existing Opportunity by using Assign to Opportunity.
You are looking at a screenshot demonstrating where to locate Assign to Opportunity on a Lead Record:
Figure 1. Assign to Opportunity: Step One.
Navigate to the Lead Record you wish to assign.
Click Assign to Opportunity. (See Figure 1.)
You are looking at a screenshot demonstrating how to select an Opportunity for the Lead:
Figure 2. Assign to Opportunity: Step Two.
Select the Opportunity.
Use the arrow buttons to move the Available Opportunity to the Selected Opportunity position.