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How to edit or delete an opportunity

Written by Jon Trasobares

Edit or delete an opportunity on the web

  1. Open the opportunity record.

  2. Select Edit in the top right corner.

  3. Make your changes and save them.

To delete the opportunity, open the editing screen and select Delete opportunity in the bottom right corner.

Edit or delete an opportunity in the mobile app

Android

Open the opportunity record and tap Edit to update its details. You can also access the editing screen from the more options menu.

To delete the opportunity, open the more options menu and select Delete.

iOS

Open the opportunity record and tap the edit icon. From the editing screen, you can update and save its details or delete the opportunity.

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