Updating Opportunities

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To update the details of an opportunity, launch the edit function from the Opportunities Grid by selecting the required opportunity in the grid and then either using either the edit button or by right clicking on the required opportunity and selecting edit.

 

Upon launching edit the opportunities wizard will be opened for the selected opportunity at page 1.

 

Using the control buttons navigate to the appropriate page, if required, and change the required field value. Details of field values can be found in Adding Opportunities

 

 

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Once the required updates have been made then use either the close button or complete button to commit the change dependant on the desired status.

 

Close

Use this function if you are updating the details and the opportunity is not completed

 

Complete

Only use this function if you wish to conclude the opportunity, i.e. the sales opportunity has been realized and completed. As following completion the details cannot be edited, only viewed.

 

When the opportunity change has been committed refresh the grid using the refresh button on the grid controls.