Manage Deals

This article applies to:

Edit Deal Details

Click on a deal to add notes, send emails, manage the contacts, and manage team members attached to the deal.

Delete a Deal  

Click the trash can button to delete a deal.

Move a Deal  

Click on a deal and drag it over to another stage.

Close a Deal

Deals can be closed from within the Pipeline by clicking and dragging the deal into either a Won or Lost stage.

Or you can close a deal from within the Deal record itself by modifying the Status dropdown. 


Can deals be exported?
At this time, deals cannot be exported on the front-end or through our database team.