Vital CRM
How to easily edit the opportunity stage, transaction possibility, and scheduled closing date?

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

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)
https://faq.vitalyun.com/EN/CRM#4319