PLATFORM WORKFLOW
Task Description: Add Pipeline Opportunities from the Communication Panel
Objective: To show Organization Admins and Users how to add pipeline opportunities from the Communication Panel
Organization: Under Admin or System User
System Permission Level: System Admin or System User
Step 1
Go to www.growthpowersuite.com and click the green Login button.
Step 2
Enter your username and password then click the blue Login button.
Step 3
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4
Click on the Communication Panel tab in the Module Menu Panel.
Step 5
The Communication Panel screen will appear. If the contact was previously communicated from a sequence or prior text, their name can be found under the Unread, Recent, All, or Archive Tabs. Select the contact you wish to add as an opportunity to a Pipeline.
Step 6
On the rightmost panel, click the blue + button that corresponds to the Active Pipeline Opportunities, and the Create Opportunity popup will appear.
Step 7
Enter all applicable information. Any field marked with an * is required. Once you’ve filled out all the necessary fields, click the blue Save button to create the opportunity in the selected pipeline.
