STEP 1: Go to CRM>>Progress Episode.
STEP 2:Click (+) to create new progress episode.
![](https://enon.in/wp-content/uploads/2022/08/image-45-1024x479.png)
STEP 3: Select the opportunity for which you would like to generate a progress episode.
![](https://enon.in/wp-content/uploads/2022/08/image-46.png)
Step 4: Selected opportunity should be visible in this screen.
![](https://enon.in/wp-content/uploads/2022/08/image-47-1024x438.png)
Step 5: If you want to see the opportunity owner you can view .
![](https://enon.in/wp-content/uploads/2022/08/image-48-1024x439.png)
![](https://enon.in/wp-content/uploads/2022/08/image-51.png)
Step 6: click on the requirement Detail if you want review the requirement Details.
![](https://enon.in/wp-content/uploads/2022/08/image-49-1024x565.png)
![](https://enon.in/wp-content/uploads/2022/08/image-50-1024x459.png)
Step 7: click on file upload and all the file uploaded related to a particular lead should be visible and choose progress episode involved.
![](https://enon.in/wp-content/uploads/2022/08/image-52-1024x439.png)
Step 8:Enter the heading for progress details.
![](https://enon.in/wp-content/uploads/2022/08/image-53-1024x375.png)
Step 9: Select the details of progress episode internal team and external team(The data comes from users table).
![](https://enon.in/wp-content/uploads/2022/08/image-54-1024x443.png)
![](https://enon.in/wp-content/uploads/2022/08/image-55-1024x414.png)
Step 10:Enter the details of action taken from previous meeting, response, next step, next meeting date, discussion summary.
![](https://enon.in/wp-content/uploads/2022/08/image-56-1024x438.png)
Step 11: Select currency from drop down and enter the deal value, deal influencer.
![](https://enon.in/wp-content/uploads/2022/08/image-57-1024x336.png)
Step 12: Select opportunity status.
![](https://enon.in/wp-content/uploads/2022/08/image-58.png)
Step 13: Enter the description .
![](https://enon.in/wp-content/uploads/2022/08/image-59-1024x373.png)