Editing Issues

The Issues tab displays Priority, Date, Status, Issue, and User columns. Edit issues using the local menu.

1.

In the Opportunity Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. or Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager, select the Issues tab in the lower pane. Right-click, and the local menu appears.

2.

To update an issue, right-click and select Edit. The Issue dialog box appears.

○ Issue: Type or select a descriptive title for the issue from the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.

○ Status: Type or select a status.

○ Priority: Type or select a relative priority for the issue from the F2 Lookup list.

○ User: Select the user in the drop-down list.

○ Notes: Type a complete description of the issue.

3.

To remove the task from the list, right-click and select Delete.

4.

To add an Issue, right-click and select New.