Managing Opportunities

Once an opportunity exists, you can edit it and add tickets, comments, and quotes to it from the View Opportunity page.

Editing Opportunity Details

You can edit an opportunity's details either from the list or from the opportunity itself:

• On the Opportunities list, click edit in the opportunity's row.
• On the View Opportunity page, click edit in the Opportunity Information section.

Update Name, Status, Type, Stage, Contact, Last Action, Next Step, Expected Closure Date, Expected Closure Percent, Price, or Owner, then click Update.

Editing the Description

1. Open the View Opportunity page.
2. In the Description section, click edit.
3. Enter or change the text.
4. Click Update.

Adding a Ticket

1. Open the View Opportunity page.
2. In the Tickets section, click Add Ticket.
3. Complete the ticket form.
4. Click Send or Send & New.

Adding a Comment

1. Open the View Opportunity page.
2. In the Comments section, click Add Comment.
3. Enter your comment and attach files if needed.
4. Click Save or Save & New.

Adding a Quote

1. Open the View Opportunity page.
2. In the Quotes section, click Add Quote.
3. Complete the Add Quote form. See Adding Quotes.