How do I edit an Opportunity?

Modified on Tue, 18 Jul, 2023 at 2:51 PM

  1. From the Navigation Panel, under Public Zones, select Opportunities.
  2. The Opportunity Management page is displayed showing cards for any existing opportunities logged. Select the appropriate opportunity you wish to edit.
  3. At the top right of the screen, click Configure. The Opportunities Configuration modal is displayed. Here you can edit the existing opportunity.
  4. Click Save and Finish.



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