Once the potentials are created, you may need to edit or update the potential. There are two methods by which you can do editing.

• Go to Sales > Potentials.
• Select the record you need to edit.
• Click the potential title to open the potential detailed view.
• You can edit the information fields individually. Simply hover the mouse cursor over the information field and click the visible Edit link. Edit the information and click Save to save the changes.
• To make all the fields editable, click the Edit button given on the top of the page. Edit the information and click Save to save the changes.