How to Modify an Account Opportunity's Details
- Login to your ConcourseSuite site.
- Click on the “Accounts" tab.
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- Select search.
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- Enter the search terms into the appropriate fields. If you leave all of the search fields open, the search will return all of the account records in the system.
- Click Search.
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- Click the blue action icon to the left of the account that you would like to modify.
- Click View Details.
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- Click the Opportunities tab on the right side of the page.
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- Click on the blue action icon to the left of the opportunity that you would like to modify.
- Click Modify.
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- Make the necessary changes to the opportunity.
- Click Update.
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