Detail Deal

When you click one of the deal list, you can see deal info such as deal name, deal number, created on, deal value, pipeline, stage, and owner. In this section you can edit product info, maybe it’s because there is a moving stage to another stage or other problems. This privilege only belongs to the sales manager, owner, and admin.

You can edit the deal info by choose the pipeline dropdown to select the pipeline and click the 'Deal' you wish to edit to open the details. On the section of detail info, click the 'Edit' button ( ) and change the deal info as needed. Click 'Save' when finished and you can see the deal info change log in the changelog tab.

Detail Deals & Changelog