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How to edit deals from the Inbox tab

Updated over 4 months ago

To modify deal information:

1. Click on Inbox

2. Select "Email" as the conversation type

3. Click on the lead associated with the deal

4. Find the Deals section on the right side

5. Click the edit button next to the specific deal you want to modify

6. Make your changes

7. Save your updates

For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.

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