Page 18 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

Web Activity Steps – Alternative Method
1. From the Opportunity Grid, click the arrow next to the desired Opportunity
a. Select Opportunity Details
2. In the tabs at the top of the record, click More
a. Select Forms
3. Click the + Add Form button
4. Select Go/No-Go Simple
5. Enter the details for each question
6. Click Submit in the upper right
7. Click Submit in the pop-up window
8. Click Close in the upper right
9. Refresh your record, and navigate to Forms to see completed form

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Lesson 3: Manage Opportunities