How do I edit an opportunity?

Updated on July 14, 2020 04:13AM by Admin

  • Log in and access the Opportunities app from your universal navigation menu bar.
  • Create a new opportunity or select an existing opportunity.
Home Page

  • Click on the "More Details" icon to overview opportunity information.
  • You can view the "Opportunities overview" page with Information.
  • Move to the field you need to modify, For instance: Close Date. A pencil icon will appear.
Overview

  • Click on the pencil icon and change the date.
Edit Record

  • Click on the Save button to update the changes.
Save Record

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