Deals
Where can I view and edit all of my open deals?
Monique Le Roux
Last Update a month ago
Main Menu > Deals
To view all of your currently open deals, you can click on deals in your main menu.
Remember that these are only your deals that are currently open; no historical deals are displayed here.
To see a customer's deal history, click on their name to go to their profile.
To see a customer's deal history, click on their name to go to their profile.
You can do anything to edit a deal as you would in a customer profile, from here.
It is a faster way to be able to edit multiple deals in a short time.
To edit a deal, click on the arrow on the far right of the deal row to see the deal details:
