How to update a Deal in CRM?
To update a Deal in Toolsoncloud CRM, follow these
steps:
- Login to ToolsonCloud CRM
- Navigate to the "Deals" listing page from the top navigation bar menu.
- You will find all the Deals listed on this page. Click on any of the Deal row which you want to edit.
- You will be navigated to the respective Deal's detail page.
- Locate and click on the 3 dot menu near the Deal name.
- Click on "Edit Deal" option from the dropdown menu
- You will be displayed the Edit page, with all the fields of the Deal.
- You can modify any of the information associated with the Deal on this page.
- Once done, you can click on "Update Deal" button to save the changes to the Deal
- Once the Deal is updated, you will be redirected back to the Deal's detail page having the updated the changes.
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