You are here: Welcome! > Opportunities > Opportunity Records > Opportunity Summary


Opportunity Summary

At the top of an opportunity's record, the summary provides pertinent details about the effort, including its name, constituent, purpose, and status.

To update the opportunity's summary, select Edit opportunity, adjust the details under Basic information, and select Save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.

Tip: In the database view, you can also edit the summary information from the General tab of the opportunity's proposal record.