Editing the deal details

You can update the deal details.

To edit the deal details, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click Deal ID or View for the deal that you want to update.

Note: Deal details can be updated from the Deal Overview or the Settings page.

3.

On the Overview page, at the top-right, click Edit Deal Details.

4.

On the Settings page, in the Deal Details dialog box, click Edit .

5.

Update the required details and click Save.

Replacing Deal Workflow

6.

Click Replace Workflow.

7.

When replacing a deal workflow, select the applicable workflow from the list of deal workflows and identify the starting status to be applied to the deal, and click Replace.

The Settings page is displayed with the updated details.