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


Step 1

Navigate to Home Feed and click on "all prospects" under "View" section.

Step 2

Click on the prospect you want to edit its deal.

Step 3

Click on "Expand Arrow" and click on "Edit".

Step 4

Make changes according to your preferences.
example: I have changed the value of the deal.

Step 5

Click on "Update Deal".

Your edited deal will be updated on your profile's timeline.


Deleting a deal


Step 1

Repeat Steps 1-3 from the section above Editing a deal.

Step 2

Click on "Delete".

Your deal is deleted successfully.

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