Update an Opportunity from Copilot Call Review Screen

You can easily update the CRM opportunity associated with a call directly from the CRM Info Section on the Copilot Call Review screen. This functionality is particularly useful for correcting any mismatches caused by the default matching logic.

Here's how to make an update: 

1. Go to the Call Review screen in Copilot by clicking the call you want to update
2. Find the CRM Info Section (top center) where the current opportunity is displayed

3. Click on the edit icon next to the displayed opportunity. You'll see a list of available opportunities within the matched account where you can select the correct opportunity from the list.

And that's it, the selected opportunity is now updated and associated with the call!