Editing Opportunity Information

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

To edit Opportunity Information, open the Opportunity you would like to edit. Locate the Opportunity Information column on the left of the page. In the top right of that section is an ✐ Edit button. Click this button.

The Edit Opportunity Information window will appear.

Opportunity Type

• Click the dropdown arrow beneath Opportunity Type.

• Select the appropriate option from the list. See Understanding Opportunity Types.

Property Types

• Click the dropdown arrow beneath Property Type.

• Select the appropriate option from the list. See Understanding Property Types.

Installation Types

• Click the dropdown arrow beneath Installation Type.

• Select the appropriate option from the list. See Klaus Larsen Roofing Service Types.

Commercial

• Residential buildings are buildings, typically houses, owned by an individual. Commercial buildings are buildings owned by businesses, organizations or association.

• If it is a Commercial, Yes should be selected

• If it is a Residential or something other than Commercial, No should be selected.

Non-Profit Organization

• A non-profit organization is a group that works to help the public or support a cause instead of making money for owners.

• If it is a Non-Profit Organization, Yes should be selected.

• If it is not a Non-Profit Organization, No should be selected.

Contact Options

• Do not Mail

  • Check this box if the customer has indicated they do not want us to mail them.

• Do not Email

  • Check this box if the customer has indicated they do not want us to Email them.

• No not Call

  • Check this box if the customer has indicated they do not want us to Call them.

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 Opportunity Information window. By cancelling, any edits you made will not be saved.

For instructions on editing Contacts in an Opportunity, see Editing Contacts in an Opportunity.

For instructions on editing Addresses in an Opportunity, see Editing Addresses in an Opportunity.