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How do I edit deal details from the lead activity page?

Updated over 4 months ago

To edit deal details on the lead activity page:

● Click on the People tab
● Select the particular lead


● Scroll down to the Deals section on the right side
● Locate the deal you want to modify


● Click on the pen icon in the top right corner of the deal


● Make your changes
● Click on Save Deal to apply the changes



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