•On this Opportunities page, you determine whether you want to link the Event to an Opportunity in your CRM, and if so, which one.
•NOTE: The Opportunities page of the Event Creation Wizard will only appear if you have the EventPro Sales Management Module.
•However, if you own the Sales Management Module, but you still don't see this page in the Event Creation Wizard, note that there is a "Skip Opportunity Wizard Page" setting in Events System Settings.
1.This wizard page contains two selection grids displaying potential Opportunities (if any):
a.Opportunities for Selected Client: Opportunities belonging to the Client, regardless of whether they fall in the date range you selected.
If you decide to use an Opportunity for this event booking, you will be able to select an Opportunity from this grid.
b.Opportunities for Selected Date Range: Opportunities that occur in the date range you selected, regardless of the Client/Lead.
This is a display-only informational grid; if you choose to use an Opportunity, you cannot select from this grid.
2.From the Opportunity Assignment Option drop-down, choose which option you want to pursue:
a.No Opportunity: If you select this option, simply click Next to continue with the new event booking that's not connected to an Opportunity.
b.Select Existing Opportunity: If you choose this option, select the existing Opportunity you want to use from the Opportunities for Selected Client grid below, and click Next.
c.Create New Opportunity: Select this option if you want to create a new opportunity at the same time as booking the event. Click Next.
