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

# Work with opportunities and activities

> Review provider-backed sales records, update supported fields, and use scoped Chat and files.

Opportunities and Activities give teams a synchronized view of account-facing work while preserving the connected provider as the system of record.

## Opportunities

The opportunity list typically begins with open work. Open an opportunity to review available fields such as:

* account, contact, owner, and type;
* status and stage;
* expected close date;
* summary and supporting context;
* related activities, notes, files, and other records.

Where supported, you can edit selected fields such as status, stage, or expected close date. Some fields remain read-only, and interactive write support varies by provider.

An organization-shared opportunity Chat can help summarize evidence, prepare questions, or draft a next step. Use Full access only for a supported write and verify the result in the provider.

## Activities

Activities can represent provider-backed calls, meetings, tasks, and other sales work. The list can support filters such as owner, type, account, opportunity, and date.

An activity detail can include:

* description;
* status, type, owner, and due date;
* linked account, contact, opportunity, or tickets;
* activity-scoped Chat;
* supporting files.

## Keep the record trustworthy

<Steps>
  <Step title="Confirm source freshness">
    If a record looks stale, refresh or check the source provider before making a decision.
  </Step>

  <Step title="Read the evidence">
    Review activities and notes rather than relying only on a generated summary.
  </Step>

  <Step title="Make the supported update">
    Use Forge where the editor is available; otherwise update the source provider.
  </Step>

  <Step title="Verify synchronization">
    Confirm the visible field or activity reflects the intended provider state.
  </Step>
</Steps>

<Note>
  Current interactive detail and editing capabilities are provider-dependent. A record appearing in Forge does not guarantee that every field can be changed there.
</Note>