You can edit an opportunity to update the:
- opportunity status
- opportunity name and/or description
- account details
- custom and/or company fields
- opportunity details
- stage
- key dates
- team members
- member companies
- comments
Steps:
- Navigate to the opportunity that you want to edit.
- Click Edit in the section that you want to update. Edit is only highlighted when you hover in that section.
- Edit <section name> screen opens.
- Make your edits.
- Click Save.
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