Once an event opportunity is confirmed, you can create an event directly from it. The event and account information are automatically linked to the event opportunity. To create an event from an event opportunity:
- Click the Event Opportunities link from the Main Menu. The Event Opportunities screen opens.
- Select the event opportunity to turn into an event.
- Right-click and select Tools -> Create Event. The Add Event screen opens with any event fields completed on the event opportunity defaulted into the event fields on the Add Event screen.
- Make any necessary changes and enter any additional information.
- Click OK.
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