PURPOSE - to get new contacts arriving on the database into the CRM process.

Scenario

- Partner has ID tag but not one containing 'Supplier' or 'Accounts'

- is not linked to another company (not sure what the term is - have marked it below)

- Has no opportunities

- Created in last 12 months

- Qty of confirmed sales orders = 0 OR total value of sales orders = 0 (we may have sent a free sample)

Example Lead that meets above requirements:

Scheduled Action - configurations help required

- Searches for partners every day where the above is true

- Creates an Opportunity for the partner; title 'New Business' ; Expected Revenue: £100; Sales Team: Leads; Stage: First stage in pipeline.

I'd be grateful for help with creating this scheduled action.