Edit a CRM opportunity

Goal

Update an open opportunity’s commercial fields, stage, owner, and lines.

Who it is for

Clerk with crm.manage.

Preconditions

• Opportunity status is Open. Won/lost deals cannot be updated via normal edit/move (opportunity_not_open).

Steps

1. Open the opportunity from Pipeline board/list.
2. Choose Edit opportunity (modal on the pipeline screen).
3. Adjust Title, Party, Stage, Value, Currency, Expected close, Next step / due, Source, Owner, Notes, and lines.
4. Save. Moving onto a winning/losing stage updates status accordingly; Options may auto-create a follow-up activity.

Result

Open deal reflects new values; board column updates if stage changed.

Related

• Win, lose, convert
• Create an opportunity