Edit Opportunity Screen

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The "Edit Opportunity" screen allows you to add or modify opportunity details. Enter the appropriate information into the following fields:

  • Opportunity Name - This is the general name you have given this opportunity.
  • Account Name - This is the account to which the activity belongs.
  • Stage - Select the current stage that the opportunity is in (for example: "Quoted", or "Prospect") from the drop down menu. This will be used to create Forecasts.
  • Type - Select the most appropriate type of opportunity (for example: "New Business" or "Upgrade") from the drop down menu.