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Editing Deal Information

Autosoft -

Once a deal is created and saved, you can make changes to a deal's basic information, such as the salesperson, sales manager, finance manager, deal source, and prospect type.

Step 1. Open the deal you want to edit.

Step 2. Click the Edit Deal Information button above the upper-right corner of the Deal Summary Card on any page of the deal. 

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Step 3. The Deal Information pop-up will open, containing the basic deal information that you entered when the same pop-up opened while starting the deal. To change the information entered in a field, click the options button next to the field to open a drop-down menu of options.  

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Step 4. Select the option you want from the menu. 

Step 5. Continue this process for any of the fields you want to change and click Save. The Deal Summary Card will reflect the changes.

 

 

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