OVERVIEW
How to manage a standard Opportunity
After creating the Opportunity you will then be redirected to the Opportunity page where you can update the details and Status.
Select the Blue Pen Icon to further edit Opportunity details
Select the 'Active' status drop down to change Opportunity status
Select the 'Active' status drop down to change Opportunity status
Active:
Bid (Pending):
Bid:
Cancelled:
No Bid:
Select the button below to learn about how to make an opportunity note and invite users to an Opportunity.