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Standard Opportunity
James Gold avatar
Written by James Gold
Updated over a week ago


  • How to manage a standard Opportunity

After creating the Opportunity you will then be redirected to the Opportunity page where you can update the details and Status.

Select the Blue Pen Icon to further edit Opportunity details

Select the 'Active' status drop down to change Opportunity status

  • Active:

  • Bid (Pending):

  • Bid:

  • Cancelled:

  • No Bid:

Select the button below to learn about how to make an opportunity note and invite users to an Opportunity.

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