This guide will outline how to create an event opportunity for Events Health Management.

Note: Typically you will use the conversion method from the Event EM object, this is here if you need to directly create Events Opportunities.

Click on new

Select event opportunity

Click on next

• Opportunity name: enter the name as per the naming convention
• Stage: select the stage from the drop-down menu. Generally, this will be prepare and send quote.
• Account name: Link to an account
• Event type: select the event type from the drop-down menu

Create task

Add products

Send quote