CRM
CRM
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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.

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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.

image-20251118-074752.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.