To access the Updates tab, you will need to click into an Opportunity and click Updates.
By default, newly created or added Opportunities will not have an Updates section. You will have to click Add Update.
The Updates tab contains a living document to help you keep track of any information that has been updated within the Opportunity.
The top of the document includes a Summary.
Below that is the Overview table. This section contains the same fields as the Opportunity Summary section. Whenever a field is updated in the Summary tab, that same field is updated in the Overview table.
By clicking the Table button below, you can add tables to your Updates document:
The Tables in this example are "Staffing," "Challenges," and "Past Performance."
By clicking the Checklist button below, you can add a Tasks checklist to your Updates document:
By clicking the i button below, you can add another Overview table to your Updates document:
By clicking the button with the two people below, you can add your Teaming information to your Updates document:
If you click the button that contains the image of the photo below, you can add a url for an image to your Updates document:
The two buttons all the way to the right will allow you to Export the Updates document as a PDF, or save your current Updates document as a template for all newly created or added Opportunities in your Pipeline:
The remaining buttons will allow you to adjust your font and formatting. These are similar to the settings in Word or Google Docs.
