How to add/edit/remove a deal
This guide shows you how to add, edit, and remove Deals, so you can keep your sales pipeline up to date and manage your Deals easily.
In this article:
| Add a Deal | Edit a Deal | Remove a Deal |
Add a Deal
Jump up to Article's Overview ⮝
| Expected close date | Set a target date for closing the Deal. |
| Deal stage | Set the probability of closing and track progress. |
| Deal name (required) | Enter the Deal name. |
| Amount | Enter the estimated Deal amount. |
| Deal Items | Add saved Deal Items. The amount is calculated automatically. |
| Description | Add a short description. |
| Attach documents | Add files from your PC, Google Drive, or Dropbox. |
| Deal Custom Fields | Add custom fields to capture additional Deal information. |
| Deal Owner (required) | Select the Deal owner. Defaults to Me. |
| Multi-month (optional) | Create a Deal that repeats over multiple months. |
| Commissions (optional) | Calculate commission by amount or percentage. |
| Cost (optional) | Enter the estimated cost to calculate the Deal margin. |
| Pipeline | Select a Pipeline if you have more than one. |
💡 When creating a Deal from the Pipeline, select an existing contact or create a new one.
💡 Open the contact from the Pipeline to add Next Actions, notes, meetings, or calls.
💡 Share a deal by clicking the 3 dots on the Contact profile → Copy deal link.
Edit a Deal
Jump up to Article's Overview ⮝Deals can be edited from the Contact, Deal list, or the Kanban View.
💡 Deals can only be reassigned to a contact in the same organization (see here).
Remove a Deal
Jump up to Article's Overview ⮝Deals can be removed from the Contact, Deal list, or the Kanban View.
💡 To undo a deleted Deal, go to Activity → Deals → Undo delete.
💡 Deals cannot be merged.
💡 You can’t delete Deals in bulk, but the Pipeline lets you update them quickly.
