Updates to your Opportunities

Now you can update, amend selected fields or add additional items to an Opportunity.

You can edit completed opportunities in Current RMS

Opportunities will automatically complete when all products and services have been finalised, however, we understand that even after this point, customer requests can change. Now you can update, amend selected fields or add additional items to an Opportunity through our new un-complete opportunity action.

Equally, we understand that sometimes costs might come in after products and services have been finalised so you can also add, remove, or edit costs on a completed opportunity