Edit an Opportunity

Web      iOS       Android

Web

• Navigate to the Opportunities page.

• Click on the Opportunity you would like to edit.
• Make the changes to the Opportunity and click Save to finish.

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iOS

• Navigate to More.

• Select Opportunities.

• Tap on the Phase where the Opportunity is that you want to edit.
• Select the Opportunity you want to edit, then tap on the pencil icon in the top right.
  
• From here, you can edit the following:
  • Close Date: select from the date selector.
    • The date the opportunity will likely close.
  • Opportunity Labels: select from each dropdown.
    • Tags for each opportunity, customizable for each organization. 
• Tap Save when you're finished making the changes. 

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Android

• From the hamburger menu, select Opportunities.
• Tap on the Phase where the Opportunity is that you want to edit.

• From here, you can edit the following:
  • Close Date: select from the date selector.
    • The date the opportunity will likely close.
  • Opportunity Labels: select from each dropdown.
    • Tags for each opportunity, customizable for each organization. 
• Tap Save when you're finished making the changes. 

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