Edit opportunities

Access an opportunity

Watch the Walkthrough Video

  1. Go to Sales & Success Center > Pipeline.
    • Alternatively, go to Sales & Success Center > Accounts > Account Name > Opportunities.
  2. Click the opportunity.

Edit an opportunity

Each section of the opportunity screen contains options to update and edit its information. You can edit the following by clicking the edit icon baseline-edit-24px__1_.svg next to the information you wish to edit:

  • Opportunity name
  • Potential
    • Year 1 revenue
    • Probability
  • Overview
  • Packages
    • Each individual package
  • Contacts
  • Attachments
  • Tags

In addition, salespeople can also Create an order to order the packages in the opportunity. Opportunities can also be closed at the top of the page.




Walkthrough Video

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