Modify opportunity details

About this task

After an opportunity is created for a customer, you can modify the details of the opportunity. For example, if the opportunity is expected to be closed at a date later than the one you had earlier projected, you can change the opportunity's Anticipated Close Date by selecting a new date.

To modify the details of an opportunity:

Procedure

Log in to Sterling Field Sales.
The application home page is displayed. Perform one of the following tasks:
- Click the Find Opportunity hyperlink.
- Click the Opportunities tab. In the Opportunity home page, click the Find Opportunity hyperlink.
- Click the Quotes tab. In the Quote home page, click the Find Opportunity hyperlink.
- Navigate to the Quote Summary screen or the Quote Details screen, and then click the Opportunity Name hyperlink. In this scenario, ignore steps 3 and 4.
- Under the Navigation panel, click Search..., enter the name of the opportunity as the search criteria, and then click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes and 10 opportunities matching the search criteria.
  Note: The Navigation panel is displayed only if you have not selected the Hide Navigation Panel user preference.
  
  If the opportunity that you are searching for is displayed in the Matches on Opportunities panel, click the corresponding Opportunity Name hyperlink or double-click the corresponding row. The Opportunity Details screen is displayed. In this scenario, ignore steps 3 and 4.
  
  However, if the opportunity that you are searching for is not displayed in the Matches on Opportunities panel, click Advanced Opportunity Search.
The Opportunity Search screen is displayed. Enter the appropriate search criteria and click Search.
The opportunities matching the search criteria are displayed in the Search Results panel. Click the corresponding Opportunity Name hyperlink or double-click the corresponding row.
Note: If only one opportunity matches the search criteria, the details of the corresponding opportunity are automatically displayed.
The Opportunity Details screen is displayed. Modify the following fields, as required:
- Opportunity Name*: Modify this field by entering a new name for the opportunity.
- Lead Origin: Modify this field by selecting a lead origin from the drop-down list. A lead origin is the source from which the lead for the opportunity originated. For example, a lead can originate from a phone conversation, trade show, Web site, and so on.
- Success %: Modify this field by entering a new value. The probability of success (in %) is used to indicate the opportunity's chances of being successful.
- Owner ID: Click the Search icon to search for the user you want to assign as the owner of the opportunity. The User Search dialog box is displayed. Enter the appropriate search criteria and click Search. The User ID and User Name of the users matching the search criteria are displayed in the Search Results panel. Select the check box adjacent to the user, and click Select. Alternatively, double-click the User ID column or click the corresponding User ID hyperlink to select the user. The User ID of the user is populated in the Owner ID box.
- Anticipated Close Date: Modify this field by clicking the Calendar icon and selecting the appropriate date. This is the date by which the opportunity is expected to be closed.
- Opportunity Value: Modify this field by entering a new opportunity value. The opportunity value is the total amount that will be earned as revenue if a quote for the opportunity is accepted by the customer.
- Co-Owner ID: Click the Search icon to search for the user you want to assign as the co-owner of the opportunity. The User Search dialog box is displayed. Enter the appropriate search criteria and click Search. The User ID and User Name of the users matching the search criteria are displayed in the Search Results panel. Select the check box adjacent to the user, and click Select. Alternatively, double-click the User ID column or click the corresponding User ID hyperlink to select the user. The User ID of the user is populated in the Co-Owner ID box.
  Note: After assigning an owner or a co-owner to an opportunity, you cannot unassign them. In such a scenario, you can only change the owner or co-owner of the opportunity.
Click Save.
Note: * indicates that the field is mandatory.