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Getting Started CRM Deal Pipeline Portfolio Company Investors Funds Reports and Analytics System Administration Integration with Outlook and Gmail VDR FAQs Custom Settings

  • Create a Deal Manually
  • Create a Deal by Email
  • Quickly Create a Deal
  • Activities
  • Email
  • Documents
  • Edit or Delete Deals
  • Manage Deal Pipeline
  • Apply Currency conversion

Help Center > null > Manage Records in Deal Pipeline > Edit or Delete Deals

Manage Records in Deal Pipeline

  • Edit or Delete Deals
  • Manage Deal Pipeline
  • Apply Currency conversion

To Edit or Delete Deals
  1. In the Deal Pipeline list view, click edit/delete under action.
  2. For editing, make desired changes in the fields and click Save.



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