You can view and edit a deal within each customer profile, under deals.

When you click on Deals, you will see the full deal history with that Prospect or Client - open, won & lost.
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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:

This is an overview of all the details of this particular deal:

How to edit deal details:
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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.
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​Close Deal
This should only be done if you know that the deal has been won and the relevant documents have been signed. This cannot be undone and the deal value will be removed from the pipeline. To read more about closing a deal, please click on the button below:
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Mark As Inactive
This should only be done if you know that the deal no longer has life and there is no chance of the deal closing - ie. the customer is no longer interested in the products or services. This cannot be undone and the deal value will be removed from the pipeline. It will not delete the deal but will remain as history with the customer that they were interested in your products or services at a certain point in time.
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​Short Description/Label
This allows you to quickly differentiate between deals if you have many deals open with a customer.
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​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.
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​​Notes
Click in the field and begin typing notes that you feel are relevant to the deal. They can be anything you will find useful

Line items: 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.