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Edit an existing Opportunity

Editing refers to altering or modifying an existing record/information of the opportunity. All the fields are available for editing.

  1. Search for an opportunity.

  2. Click the Edit icon.

https://documentation.r2help.com/mergedProjects/R2CRM/topics/images/oppo_6.PNG
Figure 1.0: Edit Icon.

  1. The edit window displays.

  • All the fields are editable apart from the 'Company' field.

  • Once you make any change, the tab displayed in the top appears with an asterisk indicating that a change has been made but not yet saved.

https://documentation.r2help.com/mergedProjects/R2CRM/topics/images/oppo_7.PNG
Figure 1.1: Edit mode

  1. Modify the required fields and click Save button.

  2. A confirmation message displays once the changes have been saved and the asterisk from the tab now disappears indicating the changes have been saved.