deals · 2 min · reviewed 2026-10-22
Where is everything on the opportunity page?
The page has three columns. The left panel holds the title, the value, the stage, the owner and the actions. The middle holds the tabs. The right panel holds the company, the people and the call context.
What you will need
- Access to the opportunity. To change it you must own it, have made it, or be a manager.
Steps
- 1
Step 1
Open an opportunity from the Opportunities list.
- 2
Step 2
Read the left panel. The value shows once, in large type. Click the stage to move it. Click the owner to hand it on.
- 3
Step 3
Use the six small buttons for a note, an email, a call, a task or a meeting. More holds Edit, Upload file, Convert back to Lead and Delete.
- 4
Step 4
Look at the Company card on the right. Click Change to pick another company or make a new one. You are asked if the people on the opportunity should move too. The answer is No unless you tick it.
- 5
Step 5
Click + Link company to add a second company, such as an agency or a parent. Pick its role.
- 6
Step 6
The Overview tab starts with the next step. It is the earliest open task. Click Done to close it and set the next one, or Reschedule to move it. Below it are three tiles, the last three activity items and the AI summary.
- 7
Step 7
Click a row under Details in the left panel to add that card to the Overview. Click it again, or the x on the card, to close it. Click a value on a card to change it, or click Edit to change the whole card. The page remembers which cards you keep open.
- 8
Step 8
Use the left and right arrow keys to move between tabs. The tab stays in the page link.
- 9
Step 9
Times on the page are shown in the opportunity page timezone. It is Eastern time unless an admin changes it in Settings, Deployment.
Common errors
- "You cannot edit this opportunity": ask its owner or a manager.
- "You cannot edit this opportunity": ask its owner or a manager.
- The website or country will not clear: a company field can be changed here but not emptied.
- The website or country will not clear: a company field can be changed here but not emptied.
How you know it worked
The company card shows the new company. The Activity tab has a row for the change. If you moved the people, their company changed as well.
Where this goes in SalesCrew
The company card shows the right company and the change is on the Activity tab. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.