View an existing opportunity

task brazil Updated Sep 10, 2026 1 min read opportunity-management-viewing-an-opportunity.md
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View an existing opportunity to make changes, such as updating its status or additional details.

Before you begin

Role required: sales_agent

Procedure

  1. Navigate to the List view [Omitted image "list-outline-24.svg"] Alt text: and select Opportunity - All.

    • All- shows all the opportunities in the instance.
    • Opportunity Tasks- shows your opportunity tasks.
  2. Select the opportunity that you’re working with.

  3. Make updates to the opportunity as needed.

  4. Select Save.

Related topics

Configuring Opportunity Management

Opportunity Management

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