Edit Opportunity Record In Business. Download the template and open in your document editor and then well go through each of the sections. Select the name of the business process flow you want to edit in the Process Name column.
Enter path in the setup quick find box. This demonstration shows you how to edit specific sections of a company record in your data sheet. Remove a component from your business process flow.
1Click the Setup icon.
The Opportunity record would be used in a Sales Process at the point in your Sales Process where that Company andor Contact should become part of your Sales Pipeline. Hi Ravi You cant edit the record type of the object in edit mode. Edit a Path in NPSP. If you go to the detail view of the page you should see a field called record type with the link change next to it.
