Edit a deal

Update a deal when its details change — for example a revised value, a new expected close date, a different owner, or a stage change.

Steps

1. Open Deals and select the deal you want to change.
2. Select Edit.
3. Update any details — account, contact, name, value, stage, probability, expected close date, owner, or description.
4. Select Save to apply your changes.

You return to the deal’s detail page with your updates in place.

What happens automatically

• If you change the Stage, the change is recorded on the deal’s activity timeline, and the probability updates to match the new stage unless you set it yourself.
• Moving a deal into a stage named as won or lost, or simply to a different stage, sends the appropriate notification.
• If you assign the deal to a new owner, that person is notified.

Tip: Account, Deal Name, and Value are required, so they cannot be left blank when saving.

See also: Deals overview and Move a deal to a new stage.