Add an “Add opportunities” process

1. From the Prospects page, select Manage prospects and plans in bulk. The Manage prospects and plans in bulk page appears.

2. On the Add Opportunities Process tab, select Add. The Add an add opportunities process screen appears.

3. Enter the necessary information. For detailed explanations of all items included on this screen, see Add an Add Opportunities Process Screen.

4. Select Save. You return to the Add Opportunities Process tab of the Manage prospects and plans in bulk page.

   Note: This process does not create an opportunity of the designated name and type if the same name and type is already included on an existing plan. In this situation, an exception appears on the process report.

5. To run the process, select Start process.