Editing Contacts in an Opportunity

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

To edit Contact information, open the Opportunity you would like to edit. Locate the Opportunity Information column on the left of the page. In that section, find CONTACTS. On the right side, click the vertical ellipses (⋮) button.

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

Enter the correct information in each field.

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 Contact window, or click the Cancel button to the left of the Save Changes button. By cancelling, any edits you made will not be saved.