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How to Close an Opportunity

Introduction (Please Read): This document will provide you with the steps necessary to close an opportunity, noting it as either Closed-Won upon the sale of a property, or Closed-Lost upon the loss of the business. Steps: 1. Search for the particular opportunity by...

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How to Create an Opportunity

Introduction (Please Read): This document will provide you with the steps needed to create a new opportunity within your database. Steps: Step 1: On the contact record for the property owner who provided you with the Opportunity, click the Note button. Step 2: On the...

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