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Once you have created opportunity types, you can perform various actions on them.


Editing Opportunity Types

  1. Access the Opportunity Types page.
  2. In the opportunity type’s row, click edit.

    The Edit Type page appears.
  3. Make any necessary changes.
  4. Click Save.

Deleting Opportunity Types

  1. Access the Opportunity Types page.
  2. In the opportunity type’s row, click delete.

    A confirmation message appears.
  3. Click Yes.
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