Updating Opportunities

You can update opportunities, for example, to modify your evaluation of their chances of success and estimated values.

You can update opportunities from the Opportunity List window. Depending on where you access the Opportunity List window from, the window shows opportunities for either contacts, campaigns or salespeople. The following procedure shows how to update opportunities from the salesperson/purchaser card.

To Update Opportunities:

  1. Open the Salesperson/Purchaser Card window.

  2. Find the salesperson handling the opportunity and click Salesperson/Purchaser, Opportunities.

  3. On the Opportunity List window, click Functions, Update. The Update Opportunity wizard appears.

  4. In the first window of the wizard, select the option Update Current Stage, and click Next.

  5. Fill in the other windows of the wizard to specify new information about the opportunity, for example, to reestimate the value of the opportunity. For Help about a specific field, click the field and press F1.

    The Date, Estimated Value (LCY), Chance of Success (%) and Estimated Closing Date fields are mandatory fields and must be filled in before you click Next or Finish.

  6. After you have entered all the necessary information, click Finish.

Related Topics

Setting Up Opportunity Sales Cycles

Moving Opportunities to the Previous Stages

Moving Opportunities to the Next Stages

Skipping Sales Cycle Stages

Closing Opportunities

 


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