Community
Showing results for 
Search instead for 
Do you mean 
Reply

How do I edit the dollar amount of a new opportunity?

Copper Contributor
Posts: 30
Country: USA

How do I edit the dollar amount of a new opportunity?

When I create a new opportunity from a contact record, the dollar amount is grayed out and I am not able to edit it.

 

Also, how do I add an opportunity to a corporate record? When I click 'New Opportunity' I have to choose from a list of already present opportunties, not the ability to create a new one.

 

Thanks.!

Rick

Silver Contributor
Posts: 1,813
Country: USA

Re: How do I edit the dollar amount of a new opportunity?

The only way to edit the total dollar amount of an opportunity is to add and edit the dollar amounts within the products tab.  You would have to add at least one product and the total there is what pulls to the oppurtunity dollar amount.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Copper Contributor
Posts: 30
Country: USA

Re: How do I edit the dollar amount of a new opportunity?

Thanks, however I don't see a product tab anywhere except for display purposes as a column under the Opportunities tab.

Copper Contributor
Posts: 30
Country: USA

Re: How do I edit the dollar amount of a new opportunity?

Okay, I think I found it. My second question: how do I add an opportunity to a corporate record? When I click 'New Opportunity' I have to choose from a list of already present opportunties, not the ability to create a new one. Thanks.