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Use the current opportunity management controls to edit, close or cancel an opportunity when that action is available for its present state.

What you need to know

  • Do not create a duplicate opportunity just to correct a simple brief detail if the existing item can still be edited.
  • Once offers or a funded deal exist, some changes may be restricted because they affect another user.
  • If the live screen does not offer the action you need, open a support ticket with the opportunity reference.
Important: Do not use a cancellation action to bypass an accepted or funded deal; follow the live deal/issue process.

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