Edit Opportunity Screen

From Opentaps Wiki

The "Edit Opportunity" screen allows you to add or modify opportunity details. Enter the appropriate information into the following fields:

• Opportunity Name - This is the general name you have given this opportunity.
• Account Name - This is the account to which the activity belongs.
• Stage - Select the current stage that the opportunity is in (for example: "Quoted", or "Prospect") from the drop down menu. This will be used to create Forecasts.
• Type - Select the most appropriate type of opportunity (for example: "New Business" or "Upgrade") from the drop down menu.