To make an adjustment to an opportunity, from the Manage tab, simply click the title and then the Edit button in the local navigation menu.

Administrator view of Manage tab, with Edit button outlined in red on the right.


Note: Most aspects can be edited, even after launching. For more information on this topic, see this article: What can't be edited in an opportunity?


Some common edits to make are:

  • Details - Adding Support Documents or editing Description
  • Requirements - Adding or editing instructions
  • Routing Steps - Adding a new step or editing instructions
  • Notifications - Editing email template(s)
  • Progress Report(s) - Adding additional reports or editing existing reports

Once any edits are made, make sure to click the Save Edits button on the right side of the screen.

Administrator view of edit mode of Details page. Save Edits button outlined in red to the right.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.