You can view and edit a Deal within the respective Prospect or Client profile, under Deals.
When you click on Deals, you will see the full deal history with that Prospect or Client - open, won & lost.
This is an example of an Open Deal that can be edited
To edit a Deal, simply click on the down arrow on the far right.
You will see that the Deal card expands and you can view and edit:
Notes about the Deal
Each product or service that makes the total opportunity value (price, quantity, etc.)
Move this Deal through the Pipeline.
The expected win date
Add more products or services
This is an overview of all details of this particular deal:
How to edit deal details:
Pipeline Stage
Click the corresponding flame arrow icon - either up or down the pipeline.
When you hover your cursor over the icon, you can see the name of the next stage.
Short Description/Label
This allows you to quickly differentiate between deals if you have many deals open with a customer.
Expected Win Date
Click in the expected field and change the date
You may only edit the expected win date, not the date that the deal was created/opened.
Notes
Click in the field and begin typing
Products and/or Services
You can edit the price, quantity, discount and value of any of the items in the deal
You can also add to the deal by clicking on the plus on the deal card.
To read more about closing a deal, please click on the button below: