Editing an Opportunity

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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:

  1. Navigate to the opportunity that you want to edit.
  2. Click Edit in the section that you want to update. Edit is only highlighted when you hover in that section.
  3. Edit <section name> screen opens.
    editopportunity.gif
  4. Make your edits.
  5. Click Save.
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