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Activity 7.5 – Create a custom text field for Proposal Date/Time
                          Submission

               Activity Steps

                   1.  Click the Administration       button
                          a.  Hover over General Administration
                                  i.  Select Custom Fields from the secondary dropdown menu
                   2.  In the CONTACT MANAGER section, open the Opportunities link
                   3.  Click Add Custom Field on the top-right side of the table
                   4.  In the pop-up window, in the Field Name box type “Proposal Due Date and Time”
                   5.  For the Section dropdown menu select Lifecycle
                   6.  For the Field Type dropdown menu, select Short Text
                   7.  Click Save




               Check your understanding


                          It is best practice to add an Opportunity record from ________________.
                              a)  the + Create New menu
                              b)  a Contact record
                              c)  a Company record


                          Refer to Appendix A for answers to the Check Your Understanding questions.


































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