Please bookmark the spreadsheet of responses every term; a new spreadsheet is created every term
1. Open spreadsheet of responses and bookmark; will be labeled Science Interactive X Term, 202X. You will receive access to this spreadsheet from manager
2. Filter the spreadsheet for your accounts.
3. Open account page in CRM.
4. On account summary page, click on Related and select Opportunities.
5. Adjust filter from Open to Won.
6. Select the opportunity that you would like to edit.
7. Select the Product Info/Class Start Dates tab.
8. Select the start date you would like to edit.
9. Confirm or update pertinent fields to include Class Name, Start Date, Class Professor, and Enrollment Size.
10. Select Save & Close.
11. Go back to spreadsheet and mark Completed column for response Yes.
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