How to Manage Opportunities

This article covers how to manage an existing Opportunity: changing its stage, editing its details, and more.

• All, Open, Won, Lost, and Unconverted

• Inline Edit Opportunity Details

• How to Delete an Opportunity

• Where to go next 

All, Open, Won, Lost, and Unconverted.

• All: every Opportunity in your list.

• Won: Opportunities marked as Won. This is different from your Opportunity stages.

• Lost: Opportunities marked as Lost. This is also different from your Opportunity stages.

• Unconverted: Opportunities that haven't yet moved into a delivery stage (Planning, Running).

Note: If an Opportunity's win chance reaches 100% and it moves into a Planning or Running stage, it will automatically be marked as Won.

In your Opportunities list, you can inline edit the following details:

• Target Value

• Win Probability

• Opportunity Stage

• Start Date

• End Date

• Salesperson

All other fields can be edited from within the opportunity itself:

• Opportunity Name – Click into the opportunity, then go to Settings > General to change the name.

• Primary Contact – This is set when you create the sale, and can be changed by going to the opportunity, then Settings > General > Contact.

• In your Opportunities pipeline, you can delete a sale using the 3 dots (⋮) menu. When you do, you'll be prompted to type DELETE to confirm before the opportunity is removed.

Where to go next 

• Admin: Opportunity Stage Mapping
• Opportunities: Overview
• Creating an Opportunity

Opportunities & Quote Designer are available as a paid add-on module. To enable it for your team or discuss pricing, reach out to your Account Manager.