- Log in to Shockey Monkey portal by entering your email address and password.
- Click Opportunity in the Create New drop down box in the top right hand corner of the Dashboard Or click Opportunities in the left hand navigation panel, then click New Opportunity in the top row light blue navigation bar.
- Enter the description of the task in the Subject field.
- Enter a brief but descriptive Title for the Opportunity.
- Type in the Company name in the company field. If the Company name already exists in your Shockey Monkey database, it will autopopulate.
- Enter the name, phone number, and email address for the Opportunity contact.
- Click in the Owner drop down box to select the appropriate party responsible for developing the Opportunity.
- Under Overview Details section, enter text into the Source field to indicate how the Opportunity was uncovered.
- Click in the Status drop down box to select the appropriate choice. Most of the time Opportunity status will be New when it’s created.
- Type in the Probability of the Opportunity to close.
- Type in the dollar amount of the Opportunity.
- Click in the Close Date field to select the estimated close date of the Opportunity.
- Click in the Followup Date field to schedule a Task on your Task list to contact the Lead and follow up on the Opportunity.
- Uncheck Remind Me if you don’t wish for the Task system to alert you before the Task is due.
- Click in the field to enter any Notes or comments or special details about this Opportunity.
- Click Create Opportunity.
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