CRM

brownie
Miembro

edit a deal amount

resolver

HI,

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

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1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

edit a deal amount

resolver

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 | HubSpot Website Agency

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1 Respuesta 1
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

edit a deal amount

resolver

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 | HubSpot Website Agency