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17. Create New Opportunities for Repeat Clients
17. Create New Opportunities for Repeat Clients
- Siraya Bell
Owned by Siraya Bell, created
We only enter new leads when a client has never contacted us before. If we have already worked with a client and they call about a new project, you will NOT create a new lead.
Instructions
You can begin from a previous opportunity (or by searching and pulling up the clients' contact record)
Click the “Repeat Opp” button in the top right corner and fill in the information about the new opportunity.
Proceed to schedule an Initial Consultation.