1. Click on "Pipelines".
2. Select the opportunity card you want to edit.
3. Edit the desired details below on the opportunity card.
4. Click "Update" to save your changes.
5. Close the editing window by clicking "x".
Editing Opportunity Cards in Aesthetix CRM: A Step-by-Step Guide
Unlock the full potential of your sales pipeline by learning how to edit opportunity cards in Aesthetix CRM. This comprehensive guide provides detailed instructions on updating opportunity details, modifying statuses, and adding important notes, ensuring your records are current and accurate. Perfect for users who want to keep their sales data well-organized and actionable.
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