Looking at opportunities in Your Pipeline

When you navigate to the Sales menu and choose Your Pipeline, you will see your opportunities displayed in the Kanban view. Here, we see our brand new $2,500 opportunity along with the customer and the next action we need to take and when we need to take it. The following is a screenshot of the Kanban view of the pipeline:

Clicking the small arrow on the Kanban card will bring up a small menu allowing you to perform actions related to the opportunity.

Let's edit the opportunity by double-clicking on it and choosing the Edit button:

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