Steps for managing the lead cards
1. After creating the opportunity, click on the edit icon from the top right.
Note: Learn 'How To - Add an Opportunity'.
![Click on basic:icon-ico-edit](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/1d7c663a-ae54-485e-9428-72b18de114e4/95faa663-8aea-4a3c-829b-738efb3278c8.png?mark-x=1315&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
2. Click on 'Prospecting' tab.
![Click on Prospecting](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/6c7bbdd3-200d-4f33-96a7-b3d424d16a27/73677dcd-347a-45d1-9b5c-1f2b49bce4a1.png?mark-x=198&mark-y=90&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
3. Prospecting is a form that you can configure from the setup. Select the fields from the custom fields.
Note: Learn 'How To - Add a Custom Form'.
![Click on Product](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/6e09641f-df8a-4d35-959f-b1608d113b59/b5b8cd17-3825-4ad0-9b40-168051fa9e42.png?mark-x=18&mark-y=214&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05NiZoPTYzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
4. Click on the 'Tags' tab.
![Click on Tags](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/9ef5b1ff-ace0-4a15-bf6e-6c521cd41f97/aa9a422d-4a65-4224-9ebb-e72d78fcf744.png?mark-x=378&mark-y=90&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xODkmaD0zOSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
5. Enter the tag manually or select the existing tag by clicking on 'View Existing Tag'.
![Click on Chips container. Use arrow keys to select chips.](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/9c72d52f-094f-4d52-aab4-8eb6ce1ec8d6/0abb8510-8d15-4803-93e2-7c897d5c7573.png?mark-x=18&mark-y=138&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04MjEmaD02MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Documents](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/3ba6cff7-52b6-4bfd-94cf-fa6e06879ffd/4b7295c7-bf0d-4521-8a79-85dc3b518f06.png?mark-x=5&mark-y=407&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on basic:icon-ico-add](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/761338e8-e31b-44d7-be86-86178830fc11/409bd20c-5891-4826-b467-1862d6efe523.png?mark-x=1315&mark-y=15&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz00MyZoPTQzJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Document Details…](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/799f12b5-bda0-433d-8013-63e988b44c0d/94747ff9-0e13-433f-8d53-80eb285cb4e1.png?mark-x=5&mark-y=77&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMzk3Jmg9ODQyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Action Items](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/986c1ba4-3959-4722-a930-7b03b4651fff/e2ab6c5f-e966-4855-b0af-9b5370345bf2.png?mark-x=5&mark-y=447&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
9. You can generate a specific action item for the opportunity. After entering the action item name, click on 'Add' to include the action item.
![Click on Add](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/659615fe-7864-4bff-94c4-cdc4304f1262/30339b12-a9c3-4e47-a9f9-9b2b9ed30b10.png?mark-x=1294&mark-y=188&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMDgmaD01MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on set-d:icon-ico-pencil](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/12fd19f0-2de5-40ba-8864-25706b9dc5b1/e36adfe4-6b1e-456e-94b0-569b3c64c30b.png?mark-x=1365&mark-y=331&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yOSZoPTI5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Action Item…](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/581ec093-c582-4eca-8e4d-eaf74cc6ac90/a0b5476e-f155-41ab-9437-36b76204d7a1.png?mark-x=1062&mark-y=72&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zNjAmaD03MDkmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Notes](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/4f316869-7a29-4405-82ff-6017c08a7cf1/5e09d4ca-21c0-4e17-814f-6849800684ac.png?mark-x=5&mark-y=485&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
Note: Learn more about notes features from here 'How To - Record and Track Notes'.
![Click on Setup a demo with John on 31st Jan at 4:00 PM](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/b9a6e6f9-4356-48b7-848c-f3fefd217a64/42aba295-e5ad-4822-9102-1773e073ab9f.png?mark-x=223&mark-y=523&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTY5Jmg9MjM0JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
13. You can review both current and past recorded conversations from here. On the left, you will see a timelapse and you can view messages belonging to that timeframe.
![Click on Now…](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/ca9df237-1355-48ee-911a-d55c757b92fa/3812fac0-02e5-4127-948c-f971f6b85df0.png?mark-x=396&mark-y=260&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz05OTcmaD01NjAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on Communicate](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/bd3d2856-a99f-455c-a5f0-c1668b9ef304/87e5e8fb-9e69-49b6-8f27-8a9214b0e184.png?mark-x=5&mark-y=523&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
15. Select the pre-built email which is built from the setup.
![Click on Closing An Opportunity](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/c9b18c27-5d36-4d75-8349-dcdfb9c96734/2ad63805-7e27-4f98-975a-527a8ba70104.png?mark-x=666&mark-y=641&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xOTQmaD01NiZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
16. Pre-Built Email will pop up, click on send, and your email will be sent successfully.
![Click on select-fleet](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/b8f47aef-65e1-40c0-838e-2959aeeb32bb/0595a841-ad64-4428-9b9e-dc31ddc97732.png?mark-x=338&mark-y=88&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz03NTImaD03NDYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D)
![Click on History](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/f72b079b-8759-40c0-8c06-f6914429a3b9/35624835-3158-483e-b691-38ed8ec30330.png?mark-x=5&mark-y=561&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yMTcmaD00NyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
![Click on Productivity](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/2f64d3c8-7bc5-4782-900a-7c284e4e7d58/fa9810b5-9555-4749-8a91-6b36b1579e3c.png?mark-x=226&mark-y=304&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTYyJmg9NTExJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
![Click on Communications](https://images.tango.us/workflows/0aa7e876-101e-4f53-8cba-6c548fdbe97a/steps/2a19a021-d027-4e8b-bb86-35b745460af5/a62bc902-93c9-48db-8f36-16c7aedd86f6.png?mark-x=226&mark-y=393&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMTgyJmg9MzcyJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)