Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • What Are Opportunities?
    • Editing an Opportunity
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
      • What Are Contacts?
      • What are Accounts?
      • What Are Opportunities?
        • Using the Opportunity Detail View
        • Using the Opportunity List View
        • Adding a New Opportunity
        • Editing an Opportunity
        • Closing an Opportunity
        • Deleting an Opportunity
        • Opportunity Pricing Web Services
      • What Are Forecasts
      • What are Quotas
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Editing an Opportunity

    Use the Opportunity Detail view to edit opportunity information.

    To edit an opportunity:

    1. On the Navigation Bar, click Opportunities.
    2. Find an opportunity to edit, and click the opportunity description.
    3. On the Opportunity Detail view, edit the opportunity information.
    4. Click (Save).
    Parent topic: What Are Opportunities?
    Related topics
    Using the Opportunity List View
    Adding a New Opportunity
    Closing an Opportunity
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