{"id":508,"date":"2026-03-09T11:16:17","date_gmt":"2026-03-09T11:16:17","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=508"},"modified":"2026-03-13T06:20:22","modified_gmt":"2026-03-13T06:20:22","password":"","slug":"editing-opportunities","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/editing-opportunities\/","title":{"rendered":"Editing Opportunities"},"content":{"rendered":"<h3 id=\"Step-1:-Accessing-the-Opportunities-Section\"><strong dir=\"ltr\">Step 1: Accessing the Opportunities Section<\/strong><\/h3>\n<ul>\n<li>Log in to your onesystem account.<\/li>\n<li dir=\"ltr\">Navigate to the &#8220;Opportunities&#8221; section from the sidebar menu.\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0801a83d-82c4-42dc-9c55-31b4686e89d7\">\n<img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020571440\/original\/0bJQM_rD91QZegROkFju68jT5S-0buDVeA.png?1707937165\" data-attachment=\"[object Object]\" data-id=\"155020571440\" data-index=\"0\" \/><\/div>\n<\/li>\n<\/ul>\n<h3 id=\"\" dir=\"ltr\"><\/h3>\n<h3 id=\"Step-2:-Locating-the-Opportunity-to-Edit\"><strong dir=\"ltr\">Step 2: Locating the Opportunity to Edit<\/strong><\/h3>\n<ul>\n<li>Once you&#8217;re in the Opportunities section, locate the opportunity you wish to edit.<\/li>\n<li>You can use search filters or browse through the list of opportunities to find the specific one you need to update.<\/li>\n<li>\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0801a83d-82c4-42dc-9c55-31b4686e89d7\">Click on the name or title of the opportunity to open its details page.<\/div>\n<\/li>\n<\/ul>\n<h3 id=\"Step-3:-Opening-the-Opportunity-Details-Page\" dir=\"ltr\"><strong dir=\"ltr\">Step 3: Opening the Opportunity Details Page<\/strong><\/h3>\n<ul>\n<li dir=\"ltr\">In the opportunity details page, you&#8217;ll find fields containing information about the opportunity.<\/li>\n<li dir=\"ltr\">Update any relevant details such as the contact&#8217;s name, contact information, opportunity value, and opportunity source.<\/li>\n<li dir=\"ltr\">You can also modify pipeline stages, owners, tags, or any other custom fields associated with the opportunity.<\/li>\n<\/ul>\n<div class=\"ql-block\" dir=\"ltr\" data-block-id=\"block-0801a83d-82c4-42dc-9c55-31b4686e89d7\"><strong><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020571633\/original\/oB3VD1gTRoDaoCDtsjmRMfNcVfsKk_P7iQ.png?1707937523\" data-attachment=\"[object Object]\" data-id=\"155020571633\" data-index=\"1\" \/><\/strong><\/div>\n<h3 id=\"Step-4:-Adding-Notes-and-Attachments\"><strong dir=\"ltr\">Step 4: Adding Notes and Attachments<\/strong><\/h3>\n<ul>\n<li dir=\"ltr\">If necessary, add new notes or additional information about the opportunity by clicking on the &#8220;Notes&#8221; option in the left sidebar.<\/li>\n<li dir=\"ltr\">All notes added here will also reflect in the corresponding contact&#8217;s notes also.\u00a0<img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020571657\/original\/tC5JO6oMJNYfGXoMSzLLcLhbaBgk2Rg3xA.png?1707937616\" data-attachment=\"[object Object]\" data-id=\"155020571657\" data-index=\"2\" \/><\/li>\n<\/ul>\n<h3 id=\"Step-5:-Setting-Tasks-and-Reminders\"><strong dir=\"ltr\">Step 5: Setting Tasks and Reminders<\/strong><\/h3>\n<ul>\n<li dir=\"ltr\">If there are specific tasks or follow-up actions associated with the opportunity, set tasks and reminders as needed by opening it from the sidebar.<\/li>\n<li dir=\"ltr\">Assign tasks to yourself or team members, specifying due dates and priority levels.<\/li>\n<li dir=\"ltr\">Similarly, you can also add appointments in the same way.<\/li>\n<li dir=\"ltr\">Tasks and appointments added this way will also reflect on the contact&#8217;s end.<img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020571868\/original\/S4Qjo6xl8H4zY3zSXkRicd3bLz0_sXsdLA.png?1707938062\" data-attachment=\"[object Object]\" data-id=\"155020571868\" data-index=\"3\" \/><\/li>\n<\/ul>\n<p><strong dir=\"ltr\">Step 6: Managing Pipeline Stages<\/strong><\/p>\n<ul>\n<li dir=\"ltr\">Adjust the pipeline stage of the opportunity to reflect its current status in the sales process.<\/li>\n<li dir=\"ltr\">Move the opportunity through different stages as it progresses towards closure, updating its status accordingly.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020571804\/original\/mD9YjhGAcOuozHIm3ijS6b3XTmaBhrDKEg.png?1707937986\" data-attachment=\"[object Object]\" data-id=\"155020571804\" data-index=\"4\" \/><\/p>\n<h3 id=\"Step-7:-Managing-Opportunity-Status\" dir=\"ltr\"><strong dir=\"ltr\">Step 7: Managing Opportunity Status<\/strong><\/h3>\n<ul>\n<li dir=\"ltr\">Drag and drop the opportunity to any status as seen in the bottom to update it&#8217;s status.<\/li>\n<li dir=\"ltr\">Possible statuses for an opportunity are &#8220;Open&#8221;, &#8220;Won&#8221;, &#8220;Lost&#8221; and &#8220;Abandoned&#8221;. Default status for a new opportunity is &#8220;Open&#8221;.<\/li>\n<li dir=\"ltr\">Marking an opportunity lost also allows you to add a lost reason for the same.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"fr-fil fr-dib fw-lightbox-img\" src=\"https:\/\/s3.amazonaws.com\/cdn.freshdesk.com\/data\/helpdesk\/attachments\/production\/155020572021\/original\/AM_l66aIe-slG3GutRY1UQSNIzDsaA47Bg.png?1707938303\" data-attachment=\"[object Object]\" data-id=\"155020572021\" data-index=\"5\" \/><\/p>\n<h1 id=\"-1\" class=\"ql-heading\" dir=\"ltr\" data-block-id=\"block-2a357ebc-f875-4d07-ba77-2a11a28846d5\"><\/h1>\n","protected":false},"excerpt":{"rendered":"<p>Step 1: Accessing the Opportunities Section Log in to your onesystem account. Navigate to the &#8220;Opportunities&#8221; section from the sidebar [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[39,16],"doc_tag":[],"class_list":["post-508","docs","type-docs","status-publish","hentry","doc_category-getting-started-with-opportunities","doc_category-pipelines-opportunities"],"year_month":"2026-07","word_count":320,"total_views":"14","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Getting Started with Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/getting-started-with-opportunities\/"},{"term_name":"Pipelines &amp; Opportunities","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/pipelines-opportunities\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/508","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=508"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/508\/revisions"}],"predecessor-version":[{"id":509,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/508\/revisions\/509"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=508"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=508"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=508"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}