Edit an Opportunity
To change opportunity information in iAccess, go to the Opportunities area and select the opportunity.
To edit an opportunity, complete the following steps:
- Click to go to the Opportunities area.
- Use the Find opportunity field immediately above the opportunity title to select the opportunity that you want to edit.
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To change information in the summary on the left side of the Opportunities area or information on the Overview tab, do one or more of the following:
- To change the value in a field with a drop-down list, indicated by , click the field and select the value.
- To change the value in a field with an edit dialog box, hover over the field to display the icon, click , and enter or select the value.
- To edit multiple fields using the Edit Opportunity form, click on the Opportunities toolbar. Click on the Edit Opportunity toolbar to save your changes.
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To participate in the Kona space for the opportunity or associate the opportunity with a space, click the Collaboration tab, and do one or more of the following:
- Click to add a new conversation, task, or event. You can also associate a file with any of these when you add it or later.
- Click to view and participate in conversations.
- Click to view and update tasks.
- Click to view and update events.
- If the opportunity is not currently associated with a Kona space, click Associate Kona Space to associate it with an existing space or with a new space.
- To associate the opportunity with a different Kona space, click Change Kona Space.
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To change the team information for the opportunity, click the Team tab, and do one or more of the following:
- To add a company (the client, a subconsultant, or a government agency) to the team, click below the Companies grid.
- To add one of your employees or an external contact to the team, click + Add Team Member below the Team Members grid.
- To change a field value for a company or team member, enter or select the value in that field. Hover over the grid row and click to display additional information.
- To remove a company or team member from the team, hover over the grid row and click at the end of the row.
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To change the activity information for the opportunity, click the Activities tab, and do one or more of the following:
- To add a new milestone, click + Add Milestone below the Key Milestones grid.
- To add a new touchpoint, click + Add Touchpoint below the Touchpoints grid.
- To change a field value for a milestone or touchpoint, enter or select the value in that field.
- To add or view a Kona task for a touchpoint, hover over the grid row and click at the end of the row.
- To remove a milestone or touchpoint, hover over the grid row and click at the end of the row.
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To change information about competitors for the opportunity, click the Competition tab, and do one or more of the following:
- To add a competing company, click + Add Competitor below the Competitors grid.
- To change a field value for a competitor, enter or select the value in that field.
- To view or enter a note about the competitor or mark the competitor as an incumbent, hover over the grid row and click at the end of the row.
- To remove a competitor, hover over the grid row and click at the end of the row.