How do I edit the items in the Opportunity Categories drop down list?

To add a new category just type directly in the Opportunity Categories text box. When you save the opportunity your new category will be added to the list.

To edit an existing list item on the Opportunity Categories drop down list:

  1. Click on the Edit Categories button on the Opportunities list.
  2. Click on the category that you want to edit.
  3. Make your changes and click the Save button.
  4. Click the Remove button to delete a category. 
    • WARNING! Deleting a category can not be undone.
  5. When you have finished editing, close the Edit Categories pop-up window and click Opportunities to load the changes.

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