Opportunities, Contacts, & Pipelines

Convert leads into prospects by making them contacts, connecting them to an opportunity, then applying a pipeline.

Here’s the ‘notes’ doc: 

Event Location: 
Closest 2 Airports:
Event Purpose/Theme: 
Their criteria for keynote success: 
Number of attendees:
Speaking Dates and Times:
Dress Code:
Budget range/fee:

Action Steps to Proceed

• Understand how to convert a lead to a contact
• Know that converting a lead also creates an opportunity
• Set up your ‘event details’ note as an email template OR setup appropriate
• Custom fields (requires upgraded account in Insightly)
• Apply the appropriate ‘activity series’ to your pipeline stages.

Related Trainings:

M5: Forcing Investment by Gathering Event Information

This training goes into further detail about what to include in the ‘note’ or ‘custom fields’ that you apply to opportunities. Specifically, the training covers how to gather information as you sell your services.

M3: List of Tags, Categories, and Opportunity States

Use these to customize your CRM for your marketing purposes!