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How to Update an Existing Opportunity in CoachWorks Marketing | Content Copilot

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How to Update an Existing Opportunity in CoachWorks Marketing

This guide provides a step-by-step process for updating an existing opportunity in CoachWorks Marketing. Follow these instructions to ensure all opportunity details are current and accurately reflect your sales process.

1. Start by clicking 'Opportunities' to explore available options.

1 Click on "Opportunities".

2. Next, select an opportunity from the list provided.

2 Then, click on the element.

3. Now, please enter the name and update necessary opportunity details.

3 Click on the element.

4. Finally, click 'Update' to save all your changes.

4 Following that, click on "Update".

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