Modifying opportunity details

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.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Opportunities.
3. The Opportunities home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display opportunities matching the search criteria.
   • If only one opportunity matches the search criteria, the Opportunity Details screen is displayed.
   • If multiple opportunities match the search criteria, the list of opportunities is displayed in the search results. Click the corresponding Opportunity Name hyperlink. The Opportunity Details screen is displayed.
5. Modify the fields as required.
   The following table describes the fields displayed in the Opportunity Details page:

   Field	Description
   Opportunity Name*	Click and edit the name of the opportunity.
   Opportunity Value	Enter the value of the opportunity. The opportunity value is the total amount that will be earned as revenue if a quote for the opportunity is accepted by the customer. The currency for the opportunity value is the currency defined for the enterprise for which you are creating the opportunity.
   Lead Origin	Select the lead origin for the opportunity. 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. Note: The lead origins are not displayed by default. For information about configuring lead origins, see Configuring an opportunity document's leadConfiguring an opportunity document's lead.
   Success %	Enter the probability of success (in %). The probability of success (in %) is used to indicate the opportunity's chances of being successful. For example, if the opportunity has an equal chance of being a success or a failure, you can enter 50 in the box.
   Owner ID	The identifier of the user who is assigned as the opportunity owner. By default, the user who is creating the opportunity is automatically assigned as the owner of the opportunity. You can search for the user who has been assigned as the owner of the opportunity by clicking the Search icon. Note: After assigning an owner or a co-owner to an opportunity, it cannot be unassigned. In such a scenario, you can only change the owner or co-owner of the opportunity.
   Co-Owner ID	The identifier of the user who is assigned as the co-owner of the opportunity. A co-owner is the secondary owner of an opportunity. You can search for the user who has been assigned as the co-owner of the opportunity by clicking the Search icon. Note: After assigning an owner or a co-owner to an opportunity, it cannot be unassigned. In such a scenario, you can only change the owner or co-owner of the opportunity.
   Anticipated Close Date	Select the anticipated close date. This is the date by which the opportunity is expected to be closed.

6. Click Save.

   Note: * indicates that the field is mandatory.