edit a deal amount

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brownie
Member

HI,

I am trying to edit a deal amount but can't figure out how to do so.

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1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @brownie

 

It should be as simple as finding the deal, either via the deal dashboard, the company record or any contact records that are associated, opening it by clicking the deal name and then click the pencil icon next to the amount in the About box. 

 

Does this help or is there something else going on?

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @brownie

 

It should be as simple as finding the deal, either via the deal dashboard, the company record or any contact records that are associated, opening it by clicking the deal name and then click the pencil icon next to the amount in the About box. 

 

Does this help or is there something else going on?

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post