How Do I Edit, Reopen, or Delete an Opportunity?

Click any opportunity in the pipeline to open its page. From there you can move its stage, Edit it, add notes and tasks, Reopen Opportunity if it was lost, or Delete it.

Steps

1. Open the opportunity from the pipeline or a raise Dashboard.
2. To change stage, click a step in the stage bar at the top.
3. Click Edit to change details such as amount, owner, and contacts.
4. Use Add a Note to log notes and New Task to add a task with Assign To and Due. Tasks added here also appear on the Overview.
5. If the opportunity is in a lost stage, click Reopen Opportunity to move it back to an open stage.
6. To remove it, click Delete, then Delete Opportunity.

What's on the Page

• About This Opportunity: stage, expected pledge or committed amount, owner, primary contact, investing account, source, referral, co-sponsor, paperwork and funding status, tags, and last portal login.
• People and Pledges linked to it, plus an activity feed and related emails.
• Source History: see How Do I Change the Campaign Source?

Good to know

• Deleting removes the opportunity and its stage history. Notes and tasks stay on the contact's page. Applications and pledges are not affected.
• The header shows "committed" once a pledge exists, otherwise "expected".
• You need CRM edit permission for these actions. See Fundraising Pipeline.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.