Detail Deal

In the left corner of the deal detail page, 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 clicking the 'Deal' to navigate to the Deals page. Click the pipeline dropdown and click the pipeline containing the deal you wish to edit. On the section of deal info, click the 'Edit' button ( ) and change the deal info as needed. Click 'Edit Info' when finished and you can see the deal info change log in the changelog tab.

Edit Detail Deal