How to Edit Opportunity Details

Modified on: Tue, Nov 2, 2021 at 1:36 PM

On the left navigation, click Leads & Contacts > Lead Management > Leads.
Use the search bar to quickly find your contact(s).
- Search by name, email, or phone number.
Click on the name of the contact.
- A slide out page appears.
At the top of the page, click on the name of the contact.
- You are brought to a new lead details page.
In the middle of the page, click the Opportunity Details tab.
(Optional) Click the down arrow to expand details.
At the bottom of the page, click Edit All Details.
Input your new information then click Save Changes.