You will want to update the status of the opportunity throughout its lifecycle, to reflect its progression through each stage.
This can be done quickly and easily through the opportunity’s overview.
- Click the opportunity in the opportunity list to open its overview.
- The left hand pane contains the opportunity’s properties. We can scroll down the list to display more properties:
- We can now select the stage and status dropdowns to change their value.
- Finally, we click the green Save button to keep the updated properties.
In this scenario, we have shown how to create the customer account and opportunity details in SharePortals, and taken you through some basic examples of how customer interactions and documentation that arise during the opportunity’s lifecycle can be stored with it.