Editing Expansion Opportunities

You can edit an expansion opportunity:

• In the Expansion Opportunities tab
• On its record page

For more information about expansion opportunities, see Expansion Opportunities Overview.

Editing Expansion Opportunities from the Expansion Opportunities Tab

To edit an expansion opportunity from the Expansion Opportunities tab:

1. In the App Launcher, navigate to the Expansion Opportunities tab.
2. Click next to the expansion opportunity that you want to edit, then click Edit.
3. Edit the information you want.
4. Click Save to save the expansion opportunity or Save & New to save the expansion opportunity and create a new one.

Editing Expansion Opportunities from the Record Page

To edit an expansion opportunity from its record page:

1. Go to the record page of the expansion opportunity that you want to edit.
2. Click the field you want to edit and update its value.
3. Click Save.