Manually Adjusting a Deal before it is Credited or Paid out

If you would like to make an adjustment on a deal before it is processed through the plan, you will want to:

1. Go to Results > Manage Deals (or Manage Opportunities/Manage Sales)
2. Search for the deal by entering deal information (i.e. deal Id) into the search box and clicking "Search"
3. Click on any of the black text of the deal to drill into the details.
   1. If the field is showing on the line item before you drill into the deal, click the pencil icon to the left of the line and enter in the new information. Click the floppy disk icon to save the deal again.

      NOTE: If you click on any blue text (i.e. Salesperson name, or Account Name) it will lead you to the shortcut pop-up window. Clicking on the black text will instead drill into the deal details.

4. Adjust the deal as needed
5. Click the floppy disk icon on the upper left corner of the drill-down details to re-save the deal.
6. Re-run calculations to re-process the deal.

NOTE: If you adjust a field, for example, an amount field, and then re-import deals via Salesforce or CSV with the original amount listed, it will revert back to the original amount. You will have to re-enter in the adjustment on the deal, re-save, and re-run calculations again before closing out the period to lock the information into Express.