Editing or deleting opportunities
Any user who has access to the contact associated with a public opportunity can edit it. Users with an Administrator or Manager role can delete an opportunity, and users with a Standard role, who are also the Record Manager for the opportunity, can delete the opportunity. Other users cannot edit or delete private opportunities.
To edit an opportunity
Find the contact whose opportunity you are changing. For information on locating a specific contact, see Looking up contacts.
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If the lookup found a single contact, the Contact view for that contact appears. If the lookup found multiple contacts, double-click the contact's name on the Contact List to display the Contact view. |
From the Contacts view, click the Opportunities tab.
Double-click the opportunity you want to modify.
The Opportunity dialog box appears. For field definitions, press F1.
Type or select the new information, and then click OK. For information on completing the Opportunity dialog box, see Opening an opportunity.
To delete an opportunity
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To complete this procedure, you must have the appropriate permissions assigned to you. For more information, see About user roles and permissions. |
Find the contact whose opportunity you are deleting. For information on locating a specific contact, see Looking up contacts.
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If the lookup found a single contact, the Contact view for that contact appears. If the lookup found multiple contacts, double-click the contact's name on the Contact List to display the Contact view. |
From the Contacts view, click the Opportunities tab
Select the opportunity you want to delete, and then press DELETE.
Click Yes to confirm the deletion.
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When you delete an opportunity, no history is created. |