Update an Opportunity

Update an Opportunity

To update an opportunity, search for it through the quick search, viewer search or calendar. In the example below, I know the opportunity number so I search for it by entering the Bid Number.

The search results show this opportunity on the viewer page:

To update this opportunity, click on the action drop down and click view/update:

The record will display and allow you to update:

After making updates, scroll to the bottom of the page and submit changes. If the opportunity is already posted on the site, you can save and send the updates to the vendors by clicking “notify vendors”:

 

Add a comment to the email if you wish, and then click “send update notification”. At the bottom of the page will show a list of the recipients: