There is a separate space for storing all the information related to a particular opportunity identified in Upscale. Check any of the following information by simply clicking on the name of the opportunity in the opportunities section:
About - View basic information relating to name, expected amount, close date, stage, owner, and tags of the opportunity here.
Prospects - View all prospects related to the opportunity.
Notes - Make any additional notes for future reference.
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You can manage and edit any of the information by simply editing the information and clicking on Save.
