Sales Opportunities/How to View or Update Opportunity Detail

Details about an opportunity may be viewed by clicking on the opportunity title on any screen where opportunities are listed. In-formation viewed may be edited and saved.

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Step-by-Step

1. In the opportunity list, click on the title of an oppor-tunity to view detailed information about that activity. The “Opportunity” dialog appears.

2. To update the information viewed, simply click on the dialogue box you wish to change and type in the new information from your keyboard.

3. Click on the “Save and Close” button to close the “Opportunity” dialog and save your changes.