View an existing opportunity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sales_agent

    Procedure

    1. Navigate to the List view Lists tab. 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.