Open opportunities are reflected on the Opportunities page. To manage an opportunity, click the Opportunity ID number.
- Once in the Opportunity, make any desired updates by clicking Edit in the left-side menu.
- To move the Opportunity into a different stage, click the applicable blue, underlined stage in the Stage row of the opportunity.
- The current stage is reflected in bold, black text.
- Once an opportunity has moved through all desired stages, all tasks are complete, or if the opportunity is not being pursued, you can mark the opportunity Complete in the left-side menu.