How to Edit, Duplicate, Close, or View History of an Opportunity

 Carriers

Apps: Web, Mobile App

App Version: 3.4

Overview

  • How to Edit, Duplicate, Close, or View History of an Opportunity.

After an Opportunity is posted, you can Edit, Duplicate, or Close Opportunity by clicking on the three dots in the upper right corner of the Opportunity Card.

    • View History will only be an option for Opportunities that you created. Selecting View History will show you the change tracking for the Opportunity.

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