To edit an existing Opportunity name or the data in a custom field on the Opportunity profile page, click on the Edit pencil icon option shown next to the data field and then make the necessary changes.
To confirm the changes, select the green check box icon. This action saves the changes made to this field.
Connect a Product
Click on the green Add button next to the spanner icon and select the applicable Product category. Use the Product Name lookup field to choose one of the Products added to or synced with the CRM. If the Product is synced into the system, the associated Product information will automatically populate based off of what is stored in the inventory management tool. When Product are built directly within Salpo, the associated Product information can be manually added at this stage or it will auto-populate if the information was already added within the Product's profile page.
Connect a Contact
Click the green Add button next to the spanner icon and select the Contact option. Use the Contact Name lookup field to choose an existing CRM contact. Add a label to the contact if applicable, this field is not required.
Connect an Object
Click on the green Add button next to the spanner icon and select the applicable Object. The standard Add Object window will pop-up. Create a new Object from this window or connect the Opportunity to an existing Object within the CRM. Add a label to the Object if applicable, this field is not required.
Note: To remove a Contact, Product, or Object select the bin icon across from the module name. This will permanently remove the module from this Object instance.
Upload a file
Select the same Add drop down and select File. Add a label name and select the Choose File option and once the file has been identified, click Save. The file will be available via a hyperlink under the Files tab in that Object profile page.
To permanently remove an Opportunity, in example removing one that was incorrectly created, click on the spanner icon on the Opportunity’s profile page and select Delete.