Edit or Update An Opportunity

The opportunity page is divided into five panels, i.e:

1. Summary (Header)
2. Quotes
3. Notes
4. Content
5. Activities

Click the Edit Opportunity tab to open the Opportunity Header for editing. Almost all information can be edited.

The *Quotes *panel will show all Quotes generated for the Opportunity.

Click the Create Note link in the Notes panel to add any comments or observations for the Opportunity

You can attach any documents for the Opportunity in the Content panel

To initiate any follow-up Activity, click the Create Activity link in the Activity panel. However, it will be easier for you to do this from the Opportunity list.