Promoting a Prospect to an Opportunity (Campaigns Screen Views)

The following procedure shows how to promote a prospect to an opportunity using views in the Campaigns screen.

To promote a prospect to an opportunity using views in the Campaigns screen

1. In Navigate to the Campaigns screen.

2. In the Campaigns list, select a campaign.

3. Click the Overview view tab.

4. In the Overview list, select a prospect record, and click Create Opportunity.