View an existing opportunity
View an existing opportunity to make changes, such as updating its status or additional details.
Before you begin
Role required: sales_agent
Procedure
- Navigate to the List view
Image omitted: list-outline-24.svg
and select **Opportunity - All**.
and select **Opportunity - All**.
- All- shows all the opportunities in the instance.
- Opportunity Tasks- shows your opportunity tasks.
Select the opportunity that you’re working with.
Make updates to the opportunity as needed.
Select Save.
Parent Topic:Using Opportunity Management
Related topics