Creating an Opportunity from an Event EM
Creating an Opportunity from an Event
This guide is designed to assist when creating an opportunity from within the Event EM directly and pulling all associated details and information to invoice for the event.
Initial search
This guide assumes you are in the Event EM, if this is not the case please search for the Event EM (URL link) first
Select Create or Update Event Opportunity
Select the drop-down box arrow on the right-hand side of the screen.
Select Create or Update Event Opportunity.
Finish
Click on Finish.
Go to the Opportunity
Your newly created opportunity will appear in the Opportunities tab.
Next Steps
Managing an Events EM opportunity