Editing an Opportunity


If you would like to make updates to an opportunity for example...

  • Changing the revenue
  • Adding new contacts
  • Changing the Opportunity Owner
  • Renaming the opportunity

Please go to the individual opportunity and select "Update Opportunity" on the right side of the screen under the revenue box and Opportunity Owner...





Deleting the Opportunity


If you need to delete the opportunity, this is also done in the Opportunity Update section. Simply scroll to the bottom of the page and you will see the option on the left...