Creating Opportunity Campaign (Groups)

1. Search for the opportunity to be deleted or View Opportunities to find the opportunities to be combined into a group.

2. Once you locate the opportunities in the search results page, select the checkboxes for the opportunities to be combined.

3. Select the checkboxes corresponding to those opportunities that need to be saved as a group.

4.  Type in a name for the opportunities group in the Save As field.

5. Click the Save button to save the opportunity group. Select the Is Public checkbox to make the group available to all users. Otherwise leave checkbox blank. The new opportunity group will be created and saved.

Advantages of Opportunity Campaign

• Searching can be done with the Campaign without sorting through the entire database.
• Notes, Emails, Events, and Tasks can be attached to all Opportunities within the Campaign.
• Updates can be done for the following items for all Opportunities within the Campaign.
  • Sales Type
  • Sales Person
  • Probability
  • Sales Stage
  • Lead Source
  • Appointment Date