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.
