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Deleting and Editing Opportunities

In order to delete or edit an Opportunity, click on the pencil icon in the top right corner of the “Opportunity Details” widget in the Opportunity page. Here you can then change any of the fields available, scroll to the bottom of the page, and click on either of the “Save” or “Delete” buttons.

Regular backups are made of your SET account for security purposes, and we are able to restore a record for you if this is removed accidentally.

Updated on October 1, 2020

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