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How to edit the Deal Title and Deal Value?
Edit deal title and deal value on Web
The deal title and deal value can be edited from deal details page. To do this, open a deal from the deal page.
- Click on the pencil icon from top left next to the deal title.
- A pop up screen will appear, you will be able to edit:
- Deal title
- Deal value
- Deal expected close date
- Deal created date.
Edit deal title and deal value Mobile App
A deal title and deal value can be edited from deal details screen. To do this, open a deal from the deal screen
- Click on the pencil icon from the top right.
- Edit the deal title, lead name, contact, email address, select source, deal value and click on the icon save button or update deal button.
