Edit opportunity
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/opportunities/:id/edit
How to get there
Section titled “How to get there”Dashboard → Demo — synthetic · Flatbed Steel Haul Agreement → Edit Opportunity
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
What this page tells you
Section titled “What this page tells you”Closed Won opportunities can’t be edited.
What you see
Section titled “What you see”- This opportunity is closed
What you can do
Section titled “What you can do”- Back to the opportunity
- Back to Opportunities
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Popover-Guide state
Tooltip state
Last updated 2026-10-27