How to Modify an Account Opportunity's Details

  1. Login to your ConcourseSuite site.
  2. Click on the “Accounts" tab.
  3. Select search.
  4. 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.
  5. Click Search.
  6. Click the blue action icon to the left of the account that you would like to modify.
  7. Click View Details.
  8. Click the Opportunities tab on the right side of the page.
  9. Click on the blue action icon to the left of the opportunity that you would like to modify.
  10. Click Modify.
  11. Make the necessary changes to the opportunity.
  12. Click Update.