View an existing opportunity

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • View an existing opportunity to make changes, such as updating its status or additional details.

    Antes de Iniciar

    Role required: sales_agent

    Procedimento

    1. Navigate to the List view and select Opportunity - All.
      • All- shows all the opportunities in the instance.
      • Opportunity Tasks- shows your opportunity tasks.
    2. Select the opportunity that you’re working with.
    3. Make updates to the opportunity as needed.
    4. Select Save.