Main Menu > Deals
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To view all of your currently open deals, you can click on deals in your main menu.
You'll see a list that looks something like this:
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Remember that these are only your deals that are currently open, no historical deals are displayed here. To see customer deal history, click on their name to go to their profile.
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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.
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To edit a deal, click on the arrow on the far right of the deal row to see the deal details:
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You can edit anything about a deal while it is open (not closed or inactive).
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To learn more about deals, click on the relevant buttons below: