video1.0<iframe src="https://www.loom.com/embed/41c8b1a18f0b4eecb87c504035334129" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/41c8b1a18f0b4eecb87c504035334129-1de9adef95b1f101.gif311.808This Loom explains how to create opportunities in Salesforce when clients are ready to buy. It notes that for scheduling roles and for BMRs and CSRs, opportunities are created when clients want to schedule a session. The presenter describes using Create a New Order for coaches, while other teams use Generate Engagement or Generate Web Actions, with “opportunity” and “engagement” treated interchangeably. Generate Engagement is for clients not coming from the internet, and Generate Web Action Opportunity is for clients originating from an internet action, with a warning that selecting it incorrectly prevents further steps. It also instructs choosing the correct engagement option from an alphabetized department-based list.