Manually add/update an Opportunity From the contact detail page, click on "Add" under Opportunities. | ![]() |
Update the stage in the pipeline Note: For members, be sure to make their status as "won" and use your lead value. | ![]() |
Manually add a contact to a workflow Select "Add" under Active Workflows | ![]() |
Select the workflow you'd like to add the contact to and choose a start time. | ![]() |