This feature is common to all sharemundo links® solutions.
Note This section is only accessible to the company administrator and users with administrative rights (administrator users).
Step 1: Go to the 'Opportunities and Offers' section from the navigation menu.
Note Although the screenshots below concern the closing of an opportunity, the process is exactly the same whether you wish to edit an offer or an opportunity.
Step 2: Click “Edit” in the actions menu for the opportunity or quote you want to edit.
Note: This menu is located in the last column of the table (on the far right).
Step 3: Modify the necessary fields and click on 'Submit'.