Results: Manage Deals tab

Once your deals are imported into Express, you can View, Edit, Delete, Clone, Create, or Search your deals under the Manage Deals tab. To navigate to this tab, you want to go to Results > Manage Deals.

View:

Customizing views in Express is essential to viewing those specific deals you want to see. It is essentially a filter that can also be visually altered. Click here to learn how to Create New Views.

Edit:

Views can be edited to add/remove fields or filters. Onlyadmins can create/customize views under the Manage Deals tab. Click here to learn how to Edit Views.

Delete:

Deleting deals from Express will remove them from the system and they will no longer be calculated on. You can only delete deals after calculations have been undone. If you re-import deals again, the deals recently deleted may appear, as long as they meet the Import Criteria. Click here to learn how to Delete Deals.

Clone:

Admins will have the option to clone past, current, and future deals in Express via the Manage Deals tab.You can only cloneone deal at a time fromthe Manage Deals tab.Click here to learn how to Clone a Deal.

Create:

Admins have the option to create a new deal, manually, under the Manage Deals tab.You can only createone deal at a time fromthe Manage Deals tab. Click here to learn how to Create a New Deal.

Search:

Admins can go to the search bar and search for any deal(s). Click here to learn how to Search for Deals.