Quick reference · Summit CRM
Update an Opportunity
Use after every customer conversation that changes stage, value, or timing.
⏱ Under 60 sec8 steps · Account executives
v1.0 · Oct 2026
v1.0 · Oct 2026
Do this whenA customer confirms budget, scope, or a decision date.
Within24 hours of the call. Forecasts lock Friday at noon.
Why it mattersStale stages make the forecast wrong for everyone above you.
Steps
Open OpportunitiesClick the Opportunities tab in the top navigation.
Open the recordClick the opportunity name (blue link) in your list.
Click EditTop-right of the record header: Edit.
Set the StageChoose the stage the customer has actually reached. See the table below.
Update AmountNumbers only, no $ sign. Use the confirmed figure, not the hoped-for one.
Update Close DateFormat MM/DD/YYYY. Use the customer's stated decision date.
Write the Next StepStart with a verb plus who: "Send proposal to procurement."
SaveClick Save. Look for the green confirmation banner.
Which stage?
| Stage | Move here when… | Prob. |
|---|---|---|
| Qualification | Need and fit confirmed on a call | 20% |
| Needs Analysis | Decision-makers and pain points mapped | 40% |
| Proposal/Price Quote | Budget confirmed; proposal requested | 60% |
| Negotiation | Proposal delivered; terms in discussion | 80% |
| Closed Won | Signed order form received | 100% |
Avoid these
- Skipping stages to look ahead of quota. Your manager can see the history.
- Leaving Next Step blank. If there's no next step, there's no deal.
- Closing without saving. Cancel or the X discards every change.
- Can't find Edit? You may not own the record. Ask the owner or your manager.