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.
Still having questions?

Contact us now


Try ToolsonCloud CRM now! It's FREE.

See it in action, Get started Instantly.

No Credit card info required to sign up.

© ToolsOnCloud.com | Privacy Policy | Terms of Service