Edit an Opportunity Type

Follow the steps below to add a new opportunity type category:  

1.   Click on User Name.

2.   Select Settings.

3.   Click on the Opportunity Types link.

4.   Select the Opportunity to edit.

5.   Make the necessary changes to the Name, Description, set is as the Default or not, Set as Active or not.

6.   Please Note: If an item is the Default, then it cannot be made inactive.

 

7.   Click Save to retain the changes or Cancel to discard the changes.