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Step by Step (SF Web Version)
| 1 | Navigate to the Opportunity Page (See article 4 to learn various ways to navigate to the opportunity) | |
| 2 | Under Opportunity Information>Click the pencil icon the far right of the “Sub-Status” |
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| 3 | Select the appropriate status from the drop down “Intro Call Complete” or “Intro Call Attempted” |
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Step by Step (SF App Version)
| 1 | Navigate to the Opportunity (See article 4 to learn various ways to navigate to the opportunity) | |
| 2 | Click the “Edit” button at the top (green pencil icon) | |
| 3 | Scroll to Sub-Status that says “Intro Call Required” | |
| 4 | Click drop down and select “Intro Call Complete” or “Intro Call Attempted” |
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