How to edit your deal
To manage deals effectively, it’s important to keep them up to date. You can edit your deal name, amount, due date, fields, contact information, and files.
To edit a deal’s data, click it.
You can view a deal name at the top of its card. To edit it, click the pencil icon next to it. You can enter up to 120 characters, numbers, and letters.
Deal data points are organized into tabs — switch between them to view and edit your deal data.
In the General tab > the About the deal section, you can edit data in the following fields:
| (Amount and currency) | Enter an amount, and select a currency from the list. |
| Due date | Click the field, select a date from the calendar, and set a time.
You can also set deal reminders so as not to miss any due dates. To do this, in the Reminder field, select when to send a reminder. To delete a due date, click Reset. |
| Deal type | Click the field and select a deal type. |
| <Your deal field> | You can add and edit deal information in the fields you created. To do this, click your field, and enter or select a new value.
To create a new field, click + Add new field. Enter your deal field name and select its type. Click next to your field and enter a value. |
You can hide empty fields in your deal cards to process and analyze information easier. To do this, click Hide empty fields in any deal. Afterward, you will see only filled fields in all deal cards. Your settings will not affect how other CRM users see their information.
To view hidden fields, click Show empty fields.
In the Contact section, you can unlink and link contacts. To edit contact information, click it and go to its contact card.
In the File section, you can add new files and manage your uploaded files. Click the meatballs menu to manage your uploaded file:
| Download | Downloads the file to your device. |
| Show in folder | Shows where the file is located in the SendPulse storage. |
| Delete from deal | Removes the file from its deal, but not from the SendPulse storage. |
| Delete | Deletes this file from its deal and the SendPulse storage. |
Read more: How to view deals and How to manage deals.
Last Updated: 30.08.2024
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