Method CRM Help Center

The Edit opportunity screen allows you to edit the details of existing opportunities as well as associate activities and follow-ups with the existing opportunity in Method CRM. This section will outline how to access and edit existing opportunities, and will provide a helpful breakdown of the screen as well.

How to edit an existing opportunity

The following are the basic, bare-bones steps required to edit an existing opportunity in Method CRM. There are other options available that will be discussed in further sections - see the Table of Contents at the top of this document for more information.

In Method CRM, click on Opportunities > Opportunities list and locate the opportunity you wish to edit.
Click Go to next to the given opportunity. This will open the Edit opportunity screen and generate a temporary Tab link in your tab link bar. You can navigate away from this tab link and navigate back without losing data you've typed into fields.
From this screen, you can alter any of the existing fields - change the text in writable fields, change the chosen option in drop down menus, and you can view the potential revenue generated by this opportunity in your pipeline.

Clicking on Email opportunity notification to user when saving will ensure that an email will be sent to the user you chose in the Assigned to drop down, informing him or her that changes have been made to their opportunity.

TIP:

The bottom of the screen features a series of clickable tab sections that each open their own unique set of options. You can choose to edit the information listed in additional info, create or edit an activity associated with this opportunity, and view all existing activities, estimates, invoices and documents associated with this opportunity.

Click save at the bottom of the screen. This will save whatever changes you've made to the fields in this opportunity and will update any changes that appear in the viewable portion of the existing opportunities grid

Video tutorial

Screen overview

The following is a breakdown of the Edit opportunity screen. We'll take a closer look at each element of the screen (drop down menus, buttons, etc.) so you know exactly what each element does. We hope this will be a useful "glossary" of sorts for new users!

Edit opportunity

When you click on the Edit opportunity tab link, you'll see several elements to this screen. Let's look at each one individually.

Assigned to: This drop down list allows you to change who this opportunity is assigned to by picking from a list of users associated with your Method account.
Opportunity name: If you remember from the New opportunity section of this guide, naming an opportunity allows you to include a brief note not just about the contact but what the opportunity will entail.
Contact: This drop down list allows you to choose from a list of existing contacts within Method and change which contact is associated with this opportunity. The ellipses button (...) opens up the Search / New customer / New lead screen, which you can find out more about in the Customers section of this documentation.
Contact name: This allows you to input or edit a contact name separate from the contact provided in the drop down list above.
Contact phone: This field is for your contact's most commonly-used phone number.
Contact email: This field is for your contact's most commonly-used email address.
Created by/last modified by: This information is auto-filled to show who in Method created this opportunity and when, and who last modified the opportunity and when.
Close date: As in the New opportunity screen, this drop down list actually generates a clickable calendar that allows you to choose a new close date for this opportunity.
Stage: This drop down list is the same as it is in the New opportunity screen. The ellipses button (...) will take you to the New/edit opportunity stages screen, which you can learn more about by reading Opportunity stages in the Help Center.
Amount: This writable field allows you to input a dollar value of the amount this opportunity will be worth to your company if it is won.
Probability: This field is auto-filled depending on which Stage you select and represents how likely it is this opportunity will be won. The writable field allows you to manually change that percentage value despite what you've chosen in the Stage field.
Pipeline: As in the Opportunities list, the pipeline value is expressed as a dollar value based on the Probability and Amount fields - the value of this opportunity in your pipeline is the equivalent of the total Amount multiplied by the Probability percentage. So, for example, if the Amount the opportunity is worth is $1,000 and the Probability of a won opportunity is 50%, the pipeline value will be $500.
The check box marked Email opportunity notification to user when saving, when clicked, will automatically generate an email reminder to the Assigned to user when you save the edits to this opportunity.

There are also six clickable icons located below, each of which generates a different screen to continue the Edit opportunity process. Let's look at each individually.

Additional info

This section is the same as the Additional info section that is generated in the New opportunity screen. For more information on the particulars of that screen, check out the New opportunity documentation.

New/edit activity

This section is the same as the New/edit activity section that is generated in the New opportunity screen. For more information on the particulars of that screen, check out the New opportunity documentation.

Existing activities for this opportunity

This screen will generate a grid listing all the activities currently associated with this opportunity. It functions in much the same way as most other grids within Method (for more information on this see Grid functionality).

The Filter by view drop down menu allows you to filter the grid based on My Activities, My Activities on or before today, Shared Activities, and Shared Activities on or before today.

Activity #: This header allows you to sort and search the grid based on the unique activity numbers Method applies to each activity you create.
Due on: This header allows you to sort and search the grid based on the due date for each activity.
Assigned to/type/status: This header allows you to sort and search the grid based on the information in any of those three fields.
Contact name/phone/email: This header allows you to sort and search the grid based on the information in any of those three fields.
Comments: This header will let you alphabetize the grid based on information included in the Comments section of each activity.
Edit activity: Clicking on this will open the New/edit activity screen within the current screen. For more information on that screen see the New activity documentation.

The screen includes four buttons at the bottom.

More actions: This allows you to choose an email template that will be sent if you click Email opportunity notification to user when saving (for more information, see Email templates and categories in the documentation), delete the opportunity (this can't be undone), or duplicate the opportunity, which creates a duplicate of the opportunity in your Opportunities list (denoted by the prefix DUP: before the opportunity name).
Save: This will save the screen.
Save & back: This will save the screen and take you back to the Existing opportunities list.
Go back: This will take you back to the Existing opportunities list without saving any changes.

Estimates

This screen will generate a grid listing all the estimates currently associated with this opportunity. It functions in much the same way as most other grids within Method (for more information on this see Grid functionality).

The Filter by view drop down menu allows you to filter the grid based on My Estimates and Shared Estimates.

Edit estimate: Clicking on this will take you to the New/edit estimate screen. You can find out more about that screen by looking at the Estimate documentation.
Estimate #: QuickBooks assigns a unique number, called a "reference number", to each estimate. This number gets pushed through to Method during syncing. You can use this header to sort or search the grid based on those unique numbers.
Date: You can sort or search the grid based on the date assigned to an estimate.
Sales rep: You can sort or search the grid based on the sales representative associated with an estimate.
Customer:job: This is a unique field because it pulls a certain amount of information from QuickBooks. If your Customer has a Job associated with him/her in your QuickBooks, that information will be filled in here. If the estimate is assigned to the Customer in general, you won't see a Job. If the estimate is for a specific Job done for a Customer, you will! You can sort and search the grid based on those criteria.
Total amount: This refers to the total amount due on a given estimate, and is expressed in dollars. You can sort or search the grid based on those numbers.
Campaign: If your estimate is associated with a campaign, you can search or sort based on which campaign the estimates are attached to. You can learn more about campaigns in the Campaign section of the documentation!

The screen includes five buttons at the bottom.

More actions: This allows you to choose an email template that will be sent if you click Email opportunity notification to user when saving (for more information, see Email templates and categories in the documentation), delete the opportunity (this can't be undone), or duplicate the opportunity, which creates a duplicate of the opportunity in your Opportunities list (denoted by the prefix DUP: before the opportunity name).
New estimate: Clicking this button will take you to the New/edit estimate screen and automatically populate the contact information of the contact associated with the current opportunity.

Save: This will save the screen.
Save & back: This will save the screen and take you back to the Existing opportunities list.
Go back: This will take you back to the Existing opportunities list without saving any changes.

Invoices

This screen will generate a grid listing all the invoices currently associated with this opportunity. It functions in much the same way as most other grids within Method (for more information on this see Grid functionality).

The Filter by view drop down menu allows you to filter the grid based on My Invoices and Shared Invoices.

Edit invoice: Clicking on this will take you to the New/edit invoice screen. You can find out more about that screen by looking at the Invoice documentation.

Invoice #: QuickBooks assigns a unique number, called a "reference number", to each invoice. This number gets pushed through to Method during syncing. You can use this header to sort or search the grid based on those unique numbers.
Date: You can sort or search the grid based on the date assigned to an invoice.
Sales rep: You can sort or search the grid based on the sales representative associated with an invoice.
Customer:job: This is a unique field because it pulls a certain amount of information from QuickBooks. If your Customer has a Job associated with him/her in your QuickBooks, that information will be filled in here. If the invoice is assigned to the Customer in general, you won't see a Job. If the invoice is for a specific Job done for a Customer, you will! You can sort and search the grid based on those criteria.
Amount: This refers to the total amount due on a given invoice, and is expressed in dollars. You can sort or search the grid based on those numbers.
Balance remaining: This refers to any outstanding balance remaining on an invoice and is expressed in dollars. You can sort or search the grid based on those numbers.
Campaign: If your invoice is associated with a campaign, you can search or sort based on which campaign the invoices are attached to. You can learn more about campaigns in the Campaign section of the documentation!

The screen includes five buttons at the bottom.

More actions: This allows you to choose an email template that will be sent if you click Email opportunity notification to user when saving (for more information, see Email templates and categories in the documentation), delete the opportunity (this can't be undone), or duplicate the opportunity, which creates a duplicate of the opportunity in your Opportunities list (denoted by the prefix DUP: before the opportunity name).
New invoice: Clicking this button will take you to the New/edit invoice screen.

Save: This will save the screen.
Save & back: This will save the screen and take you back to the Existing opportunities list.
Go back: This will take you back to the Existing opportunities list without saving any changes.

Documents

This screen will generate a grid listing all the documents currently associated with this opportunity. It functions in much the same way as most other grids within Method (for more information on this see Grid functionality).

The Filter by view drop down menu allows you to filter the grid based on My Documents and Shared Documents.

Edit link: Clicking on this will take you to the New/link document screen. You can find out more about that screen by looking at the Document documentation.
Assigned to: This header will allow you to sort and search the grid based on the user to whom the document is assigned.
Linked by: This header will allow you to search and sort the grid based on what user originally linked the document to this opportunity.
Linked on: This header contains the date and time the document was linked to the opportunity, and you can sort and search based on those numbers.
Name: This will allow you to search and sort the grid based on the name of the document.
Folder: This will allow you to locate documents based on which folders they are placed in.
Internal?: This will search and sort the grid based on which documents are internal and which are available for viewing by the customer.
Notes: This field will allow you to search and sort the grid based on the information provided in the notes section of the document.
Document: This field contains the clickable link that will allow you to view the actual document, and you can sort and search the grid based on this criteria.

The screen includes five buttons at the bottom.

More actions: This allows you to choose an email template that will be sent if you click Email opportunity notification to user when saving (for more information, see Email templates and categories in the documentation), delete the opportunity (this can't be undone), or duplicate the opportunity, which creates a duplicate of the opportunity in your Opportunities list (denoted by the prefix DUP: before the opportunity name).
Document: Clicking this button will open the New/link document screen within this screen.

Save: This will save the screen.
Save & back: This will save the screen and take you back to the Existing opportunities list.
Go back: This will take you back to the Existing opportunities list without saving any changes.

Created on	Jul-23-2013
Last modified on	Sep-17-2015