How to Edit an Opportunity in Sparkforge

Opportunities change as deals move forward. Editing them keeps your pipeline data accurate and your forecasting honest.

Step 1: Open Opportunities

Log in to your sub-account and click Opportunities in the sidebar.

Step 2: Find the opportunity

Use the search filters or scroll through the list. Click the opportunity name or title to open its details.

Step 3: Update opportunity details

On the details page, you can edit:

• Contact name and contact info
• Opportunity value
• Opportunity source
• Pipeline stage
• Owner
• Tags
• Any custom fields you've configured

Step 4: Add notes and attachments

Click Notes in the left sidebar to add notes or context. Notes added here also appear on the linked contact's record — you don't have to update both places.

Step 5: Set tasks and reminders

From the sidebar, set tasks or appointments tied to the opportunity. Assign to yourself or a teammate, set a due date, and pick a priority. Tasks and appointments mirror to the contact record automatically.

Step 6: Move through pipeline stages

Drag the opportunity to a new stage on the Kanban board, or change the stage in the Edit Drawer. Stage changes can trigger automation if you've set up workflows.

Step 7: Update status

Drag and drop the opportunity into Open, Won, Lost, or Abandoned at the bottom of the board. Default for new opportunities is Open. Marking an opportunity Lost prompts you to add a lost reason — useful for reporting on why deals fall through.