Opportunity name

[Anne_Drolet]

Hi, I am new here and not seeing how to name an Opportunity. If anyone has quick feedback, thank you, otherwise, I am guessing I can find that information… somewhere on the tutorials… ?

[James_Mefford]

Hi Anne,

How are you currently creating opportunities? The ‘Opportunity Title’ would be what we consider the ‘name’ of the opportunity, and depending on how you are creating them, I should be able to share some quick feedback.

[John_Borelli]

While there are a few ways to do this, the most common way used would be from the create an opportunity record action from within a campaign builder sequence: