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Modifying opportunity details

You can modify basic details about an opportunity on the Opportunities workspace or the Contacts workspace.

Info

If an opportunity has a business process in progress, the Locked by Business Process badge displays in the opportunity banner. You can add activities to a locked opportunity but cannot edit other opportunity details.

To modify opportunity details:

  1. Do one of the following:
    • Navigate to the Opportunities workspace. Find and select the opportunity you want to modify.
    • Navigate to the Contacts workspace. Find and select the contact associated with the opportunity you want to modify, then navigate to the Opportunities subtab in the Journal tab. Find and select the opportunity you want to modify.
  2. In the banner for the opportunity, next to the opportunity description, click the Edit button.
    The Edit dialog appears.
  3. In the Detail tab, enter the information about the opportunity, including the contact you are adding the opportunity to, the opportunity owner, the expected revenue amount, and the stage the opportunity is currently at.
  4. Click OK to save the opportunity.

The basic information for the opportunity is now changed. You can see the revised details on the banner for the opportunity on the Opportunities workspace or Contacts workspace.

Managing business processes