目錄

Users can quickly edit the stage, probability of success, and expected closing date of a business opportunity in the opportunity div page.

When the mouse hovers over the opportunity stage, a pencil icon will appear for quick editing:

After clicking the icon, the editing mode will be activated, and changes can be saved or canceled after adjustments are made:


The same feature is available for editing the probability of success and expected closing date.

來源連結:

https://vital-faq.azurewebsites.net/CRM/4319

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5342:how-to-easily-edit-the-opportunity-stage-transaction-possibility-and-scheduled-closing-date&catid=28
Users can quickly edit the stage, probability of success, and expected closing date of a business opportunity in the opportunity details page. (Refer to FAQ)
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