Edit or delete an opportunity

Sales change as you work them: the client asks for more chairs and the value goes up, the date slips, someone else joins the deal. Keep the opportunity up to date so the board tells the truth, and delete the ones that should never have been there.

Edit the details

Landmark Venues now wants ten more chairs. Let's raise the value.

1. Open the opportunity Click its card on the board.
2. Open «Edit» In the right column, on the «Summary» card, click «Edit».
3. Change the value In «Value», enter the new amount.
4. Save Click «Save changes». «Opportunity updated» appears.

• «Edit opportunity» has the same fields as creating one, except «Tags»: manage tags in the right column.
• The pipeline is locked. An opportunity never changes pipeline.
• «Pipeline stage» appears, but changing it doesn't move the opportunity. Drag the card or use «Current stage».
• You can't set the owner, the currency, the description or the source here.

If someone else changed the opportunity after you opened it, saving fails with «La oportunidad fue modificada por otro usuario. Actualiza y vuelve a intentarlo.» (shown in Spanish). Reload the page and make your change again.

Assign staff to an opportunity

An opportunity can have an owner, the person responsible for it, and other people working on it, each with a role. Neither is required. The owner shows as initials on the board card and as «Owner» on the «Summary» card; the others are in «Assigned staff».

1. Open «Assigned staff» In the right column, click «Edit» on «Assigned staff».
2. Choose the people Pick them in «Assign staff».
3. Save Click «Save». «Team updated successfully» appears.

• New people come in as «Commercial». People already on the list keep their role.
• The roles are «Commercial», «Sales engineer», «Account manager», «Responsible» and «Other». They're chosen only when NEO or a workflow creates the opportunity.
• Removing someone from the list removes them from the opportunity.
• The owner isn't part of this list and can't be chosen on screen. It's set when the opportunity is created from «Emails» (you become the owner), or by NEO, a workflow or the public API.
• If the owner's staff record is deleted, the opportunity is left without an owner.

Delete an opportunity

1. Open the menu On the opportunity page, click «⋯» and choose «Delete opportunity».
2. Confirm In «Delete this opportunity?», click «Delete».

• The opportunity, its stage history, its assigned staff and its links to quotes and orders are deleted.
• The linked quotes, orders and project themselves aren't touched.
• Linked email threads stay in «Emails». They no longer show the opportunity and offer «Create opportunity» again.
• It fires the «Opportunity deleted» workflow trigger.

If you see an error

Related resources

• Create an opportunity
• Mark an opportunity as won or lost
• The CRM board and opportunity page