Edit Opportunity Screen
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Jump to navigationJump to searchThe "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.