How to Edit a Deal

There are a couple of different ways in which you can edit a deal within Express. Keep in mind that editing the deal in Express has no effect on the source of the data. This means that if you imported from Salesforce or a CSV file, that data will remain unchanged and you can only see the changes in Express.

How to Edit a Deal Within Express

1. Navigate to the Manage Deals page by hovering over Results and clicking on the Manage Deals tab.
2. Locate the deal you wish to edit and click on the pencil icon  to open up the fields allowing you to edit their values.

   

   • This method also allows you to open and edit multiple deals at once.
   • When you have completed inputting or changing the values of the deal click the to save and close the line.
   • You can also edit a deal by clicking on the black text in the deal row and another page will pop-up allowing you to edit the fields for that particular deal.

     

3. When any changes to the deal have been completed be sure to click the Save icon