How to edit your deal [Video]

To manage deals effectively, it’s important to keep them up to date. You can edit your deal name, amount, due date, fields, contact information, and files.

To edit a deal’s data, click it.

You can view a deal name at the top of its card. To edit it, click the pencil icon next to it. You can enter up to 120 characters, numbers, and letters.

Deal data points are organized into tabs — switch between them to view and edit your deal data.

In the General tab > the About the deal section, you can edit data in the following fields:

In the Contact section, you can unlink and link contacts. To edit contact information, click it and go to its contact card.

In the File section, you can add new files and manage your uploaded files. Click the meatballs menu to manage your uploaded file:

Read more: How to view deals and How to manage deals.

Last Updated: …