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How do I edit an opportunity?
Updated on July 14, 2020 04:13AM by Admin
- Log in and access the Opportunities app from your universal navigation menu bar.
- Create a new opportunity or select an existing opportunity.
- Click on the "More Details" icon to overview opportunity information.
- You can view the "Opportunities overview" page with Information.
- Move to the field you need to modify, For instance: Close Date. A pencil icon will appear.
- Click on the pencil icon and change the date.
- Click on the Save button to update the changes.
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