Navigating to Deal Details
1. Click on the purple name of the deal card you want to work with.
2. Click on Edit Deal Details
Modifying the Deal Address
1. Change the Job Address if desired.
Changing Deal Status
1. Click on the dropdown and select the deal status you'd prefer.
Changing Deal Stage
Note: There are 2 ways we can update the Deal Stage
1. Click on the dropdown and select the deal stage you'd prefer.
2.a. Click on the Deal Card and move it to the correct pipeline stage.
2.b. Once it has been moved to the correct pipeline click on Move.
Change Salesperson
1. Click on the drop-down and select the salesperson you'd prefer.
Saving Deal Details
1. Click on Save at the bottom right to save any changes.
