Follow these four steps to create your first opportunity and process a discovery call.

Step 1: Create the Account

1. Open the Sales OS database
2. Go to the Accounts view
3. Click New and enter the account name
4. Open the account page
5. Run research: Open Notion AI on the account page and say:
   • "Run the Account Research Prompt for [Company Name]"
6. Paste the research output into the account page

Step 2: Schedule Discovery

1. Set the discovery meeting with the prospect
2. Create a calendar hold with attendees confirmed
3. Stage 0 is now complete

Step 3: Create the Opportunity

1. In the Sales OS database, go to Opportunities view
2. Click New
3. Fill in:
   • Opportunity Name: "[Account Name] Q[X] [Year]"
   • Account: Link to the account you created
   • Stage: Stage 1 - Discovery
   • Primary System: Select their primary system from the dropdown (if applicable)
4. Open the opportunity page