Add or Remove Categories

Updated 3 years ago by Celina Kwan

  1. Select the Opportunity to make it the current entry.
  1. In the Details following tab, press the Edit icon.

  1. Locate Categories (highlighted in red) and select the drop-down list.
  1. Click on the item to add or remove it.

To add:

To remove:

  1. Click Save to finish.

How did we do?