Add, edit, and delete deal stages and properties without help from IT, and push deals forward by assigning tasks to your team.
Editing a deal
Navigate to Home Feed and click on "all prospects" under "View" section.
Click on the prospect you want to edit its deal.
Click on "Expand Arrow" and click on "Edit".
Make changes according to your preferences.
example: I have changed the value of the deal.
Click on "Update Deal".
Your edited deal will be updated on your profile's timeline.
Deleting a deal
Repeat Steps 1-3 from the section above Editing a deal.
Click on "Delete".
Your deal is deleted successfully.