Manage an Opportunity

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.

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