Edit an Opportunity

Editing keeps the record matching reality as deals change.

Opening a record

Go to Opportunities, find the deal, click its card.

What you can change

Contact information, opportunity value, lead source, pipeline/stage/owner, tags and custom fields.

Beyond the basic fields

Book or update a linked appointment, add notes (syncs to the contact record too), create tasks with due dates and assignees, drag the card between stages, change status and log a lost reason.

Quick tip

For routine stage moves, drag the card or update status inline instead of opening the full record.