To edit a deal using List View, follow these steps :
Click on the Deals tab.
Switch to List View.
Find the deal you want to edit.
Click on the three dots next to the deal.
Select Edit.
To edit a deal using Stage View, follow these steps:
Go to the Deals section and select Stage View.
Choose the pipeline that contains the deal you want to edit.
Locate and click on the specific deal to open it for editing.
Make the necessary changes to the deal.
Once you are done editing, ensure you save your changes.
For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.