How to Edit an Opportunity in CRM

Overview:

This article provides a step-by-step process on how to edit an opportunity in X4A CRM.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. By default, the All closed Opportunities for my team last 12 months - EMEA Layout view will display. Switch to All Opportunities – EMEA Layout view to show all opportunities.

7. Search for the specific opportunity you need to edit by using filter by or quick find.

8. Once located, tick the checkbox beside the Subject name to confirm selection.

9. Click Edit located at the command bar. The opportunity details will open. Make the required updates to the necessary details.

10. Click Save or Save & Close to update the opportunity.