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Change Opportunity Name
Change Opportunity Name

Change the name of an opportunity/deal with an exisiting customer

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

To edit the name of an opportunity/deal search everything for the opportunity/deal record

Open the client dashboard and click the Details Tab

Edit the Opportunity Name within the details dashboard this will autosave when you navigate away from the page

For further information about adding opportunities

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