Editing Addresses in an Opportunity

After an Opportunity has been created, you may edit the Address information to add more information or to correct inaccurate inputs.

To edit Address information, open the Opportunity you would like to edit. Locate the Opportunity Information column on the left of the page. In that section, find ADDRESS. Find the address you would like to edit; usually Billing or Working. On the right side of the address you would like to edit, click the vertical ellipses (⋮) button.

From the options that appear, click Edit Address. The Edit Address window will appear.

Enter the correct information in each field.

It is important to ensure that each Opportunity contains both a Working Address and a Billing Address. If an Opportunity does not have a Working Address, the generated reports may contain missing or inaccurate information.

To save any edits you have made, click the red Save Changes button in the bottom right.

To cancel any edits you've made, click the 𝗫 in the top right corner of the Edit Address window, or click the Cancel button to the left of the Save Changes button. By cancelling, any edits you made will not be saved.