> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Opportunity

> View, edit, delete, and create tasks for LeadSquared opportunities from the EazyBe WhatsApp extension

The EazyBe WhatsApp Extension allows you to efficiently manage your LeadSquared Opportunities directly from within WhatsApp.

## View Opportunity on LeadSquared

<Steps>
  <Step title="Select the Opportunity">
    Click on the respective opportunity you want to view from the Mini-CRM panel.
  </Step>

  <Step title="Open in LeadSquared">
    Click the **View Opportunity on LeadSquared** button to access the LeadSquared Opportunities page directly.

    <img src="https://mintcdn.com/eazybe/eqGZKiXBJ7VXZnHw/images/1188095094.png?fit=max&auto=format&n=eqGZKiXBJ7VXZnHw&q=85&s=1203f3eb67484cfa588357794e1954f8" alt="View Opportunity on LeadSquared" width="1810" height="644" data-path="images/1188095094.png" />
  </Step>
</Steps>

<Info>
  You can also view chat backup in the Opportunities section within LeadSquared.
</Info>

## Edit Opportunity

<Steps>
  <Step title="Select the Opportunity">
    Choose the opportunity you want to modify from the list.
  </Step>

  <Step title="Open Edit Mode">
    Click the **Edit** button to open the properties window.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224421190.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=a2a35cd3cff07bf05abebbcb66b7a1e4" alt="Edit Opportunity" width="1227" height="900" data-path="images/1224421190.png" />
  </Step>

  <Step title="Modify Properties">
    Adjust the user properties as needed in the edit form.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224421425.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=9b4acc84cd42acf68f4f500f4fb17207" alt="Edit Opportunity Form" width="1227" height="900" data-path="images/1224421425.png" />
  </Step>

  <Step title="Save Changes">
    Click **Apply** to confirm your changes, then click **Save** to finalize the updates.
  </Step>
</Steps>

## Delete Opportunity

<Steps>
  <Step title="Access Options Menu">
    Click the **three dots** beside the target opportunity.
  </Step>

  <Step title="Delete">
    Select the **Delete** button to remove the opportunity.
  </Step>
</Steps>

<Warning>
  Deleting an opportunity is permanent. Make sure you want to remove it before confirming.
</Warning>

## Create Opportunity Tasks

<Steps>
  <Step title="Open the Opportunity">
    Click on the target opportunity to open its details.
  </Step>

  <Step title="Navigate to Tasks Section">
    Go to the **Tasks** section within the opportunity.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224435299.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=9f5d4708c150fc1db146580ee4f4def7" alt="Tasks Section" width="1227" height="900" data-path="images/1224435299.png" />
  </Step>

  <Step title="Add New Task">
    Click **Add Task** and fill in the required details.

    <img src="https://mintcdn.com/eazybe/Jg2kAu0gKOdb8kgy/images/1224435471.png?fit=max&auto=format&n=Jg2kAu0gKOdb8kgy&q=85&s=2f299a611c5bb38a8509f70d391312e6" alt="Add Task Form" width="1227" height="900" data-path="images/1224435471.png" />
  </Step>

  <Step title="Save Task">
    Click **Save** to create the task.
  </Step>
</Steps>

## Need Help?

If you have questions or need further assistance, contact support at **[hey@eazybe.com](mailto:hey@eazybe.com)**.